Clarity will help families to get clarity on the real issues which impact their financial futures.
In the book, we share the top eight pillars of an effective investment philosophy that your family can adopt now, as well as a unique process for executing this philosophy.
Read this book to learn how!
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Gain the clarity and confidence to implement a successful Wealth Plan
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Do you need some Clarity?
The financial media and popular culture can confuse the critical truths surrounding personal wealth planning and investing and distract many people from the real issues that will impact their long-term financial success. As a result, many Americans neglect the wealth planning process and miss out on the opportunity to achieve financial peace of mind.
Clarity: How Popular Culture Is Misleading You About Successful Wealth Planning and What to Do About It is an exploration of the misinformation and mistaken beliefs about investing that many people have been taught to believe by popular culture and “Common Wisdom.” Many people believe in the perception that investing and wealth planning are extremely complex topics that they are ill-equipped to tackle. The book will explore the 8 “pillars” of a simple, yet successful wealth planning approach that anyone can implement. The goal of the book is to help readers to break through the perception that markets are too complex and to instead gain the necessary clarity and confidence to implement a successful wealth plan.
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About The Author
Erik Strid, CFP®, ChFC
Founding Principal and CEO
Erik is one of the co-founders of Concentus Wealth Advisors. For over three decades, wealthy families have benefited from Erik’s innovative “Empowered Values” system to build a wealth strategy consistent with their family’s core values. As an independent advisor, his insight is highly valued for its objective
and honest perspective about family wealth issues, challenges and opportunities.