It has been an honor to be recognized as a top team in The Wealth Factor book, but we also consider it an honor to be recognized by our clients as a team who truly cares about their financial goals and their financial peace of mind.
San Diego, CA (PRWEB) March 7, 2009
Financial Forum, Inc., publishers of financial services industry and consumer investment books, is proud to announce the publication of their latest book, "The Wealth Factor: A Team Approach," which includes the highly acclaimed wealth management team, American Economic Planning Group, Inc. (AEPG, Inc.)
During volatile markets, an uncertain economy, and global unrest, these top 10 wealth management teams provide knowledge capital, skill, and a trustworthy sanctuary for worried investors.
AEPG, Inc. and its team members were among the ten top teams recognized by industry authors Sydney LeBlanc and Lyn Fisher, both of whom have more than 30 years experience researching and interviewing the most successful advisors and wealth managers in the US. Says Fisher, co-author and publisher, "It was such a pleasure to discover these highly-skilled professionals and learn about their processes, their mission, their ethics and value system. These teams exemplify the best-of-breed of wealth managers and advisors in the country, and we were thrilled to have them participate."
The teams highlighted in the 3rd edition of The Wealth Factor share their investment insights and business beliefs in addition to their opinions on professional money management, wealth growth and preservation. These teams are client-centered and are dedicated to educating their clients and helping them achieve their goals and protect their hard-earned assets. "In these turbulent markets and uncertain economy," says co-author Sydney LeBlanc. "It is such a relief to know that teams such as AEPG, Inc. also have integrity as well as the compassion to re-assure investors that they are 'sitting on the same side of the table' with them, and that managing risk is one of their top priorities."
The wealth management teams profiled in the book, including AEPG, Inc., offer a broad array of financial planning and investment management services using a consultative approach and a network of specialists. Retirement planning, legacy and philanthropic planning, and insurance planning are also part of the equation, as is business succession planning, estate planning, liability planning and risk management and much more. Many wealth management teams take a more holistic approach to their planning and take into account lifestyle management and generational issues, too.
Says Steven Kaye, President and Founder of AEPG, Inc., "It has been an honor to be recognized as a top team in The Wealth Factor book, but we also consider it an honor to be recognized by our clients as a team who truly cares about their financial goals and their financial peace of mind."
More than a half-million financial professionals are registered in the financial services industry by the SEC to provide financial products and solutions. The authors searched for advisors with impeccable credentials, educational designations, lengthy tenures in the industry, high ethical standards, and a unique way of doing business. These elements form the solid foundation for what they call The Wealth Factor.
For more information or for a review copy, please contact American Economic Planning Group, Inc. at 908-757-5600 or Financial Forum, Inc. at 435-750-0062.