Financial Independence (Getting to Point X): An Advisor′s Guide to Comprehensive Wealth Management - Tapa dura

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JOHN J. VENTO is the President and CEO of the certified public accounting firm, John J. Vento CPA, P.C., and the certified financial planning firm of Comprehensive Wealth Management, Ltd. Mr. Vento is a New York State Certified Public Accountant (CPA), holds a Master of Business Administration (MBA) in Taxation, and is a Certified Financial Planner (CFP). Today, after nearly three decades, Vento's practice concentrates on servicing more than 200 small-to-midsize businesses, and more than 1,000 individuals. His organization is focused on professional practices, high net-worth individuals, and those committed to becoming financially independent. John has been ranked among the most successful advisors of a nationwide investment service firm and has held this distinction since 2008. He has been an adjunct professor at St. Francis College as well as Wagner College. He has been the keynote speaker at various seminars and conferences throughout the United States that focus on tax and financial strategies that create wealth. He also lectures on investing and financial planning throughout New York City as part of the New York Public Library's initiative on financial literacy.

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Praise for Financial Independence

"A clear, concise, step-by-step approach to developing afinancial life plan, Financial Independence: Getting to PointX provides readers with practical action steps to make progressin addressing their goals. The book not only provides a road map,but also includes real examples of how to implement the strategiesbased upon your situation. A must-read for everyone who wants toeducate themselves with a practical approach to identifying andpursuing their goals."
Roger Ochs, President and CEO, H.D. Vest FinancialServices

"A critical read dealing with one of the most dangerous threatsto our nation and its citizens financial literacy. No matterwhere you are in your financial life, you will find this bookcontains advice and wisdom that is timeless."
Sarano Kelley, founder, The Kelley Group

"The book is an excellent resource for anybody, whether justentering the business world or you need an explanation that isunderstandable. The case studies are informative and reallysummarize the chapters. I know that I will recommend it to mystudents in my practice management program."
Dr. Eric S. Studley, Associate Clinical Professor,G.P. Director, Director of Practice Management, Director ofErgonomics, New York University College of Dentistry

"Financial Independence is simply a must-read! John Ventohas done a marvelous job in providing the necessary up-to-datetools needed by all Americans of all ages in fulfilling theirdreams. This book is written in simple language and offersdefinitions, anecdotes, tips, guidance, and solutions tolife-cycle's financial issues and concerns. Bravo John!"
Mary L. Lo Re, PhD, Chairperson, Department ofBusiness Administration, Professor of Finance, and PericleanLeader, Wagner College

"John Vento has done a terrific job in providing practicalinsights and sound advice about the pathways to achieve financialindependence. This book should be on the 'must-read' list foranyone seeking insight into comprehensive wealth management inthese difficult economic times. I applaud him for his thoughtfulapproach to the subject."
Dean L. Balsamini Sr., Director, Small BusinessDevelopment Center, College of Staten Island

De la solapa interior

From saving for a first car to putting kids through college toplanning for retirement and preserving an estate for loved ones, aperson's financial goals change from one stage of life to the next.While those goals and the challenges faced in achieving them maydiffer, all of them have certain things in common. Saving,budgeting, managing debt, taxes, and living within one'smeans?these are some of the Ten Key Wealth Management Issuesthat come into play, to varying degrees, when working towardspecific financial goals.

But as top New York City wealth manager and financial advisorJohn Vento clearly shows in this one-of-a-kind guide, there is onegoal for success that relies on all Ten Keys coming together inperfect harmony: financial independence, or what he calls "PointX."

Why "Point X"? Because, as everybody knows, "X" always marks thespot on old treasure maps where the treasure is buried. Andbecause, as John explains, each of us, regardless of our stage inlife or income level, has our own buried treasure?ourpotential for achieving the financial independence we want anddeserve.

In Financial Independence: Getting to Point X, Johnsupplies you with the knowledge and tools you need to find your ownPoint X and unlock your potential for financialindependence?no matter if you define financial independence asa guaranteed retirement income of $25,000 a year, or an estateworth $250 million.

Packed with need-to-know facts and proven financial planning,investment, and tax strategies, along with valuable checklists,sample financial plans, financial self-evaluations, and othervaluable tools, Financial Independence: Getting to PointX:

• Supplies you with a complete road map for arriving at Point X,with key milestones and all the important twists and turns alongthe way clearly defined
• Identifies the Ten Key Wealth Management Issues and offerspriceless advice and guidance on negotiating each on the road tofinancial independence
• Explains how the Ten Key Issues are interrelated and why theway you deal with any one can have a big impact on how you'll haveto deal with the others
• Features fascinating, real-life stories of success and failurethat offer an opportunity to learn from the experiences of othersof all walks of life and tax brackets
• Delivers tax planning facts and strategies that demonstrate howto minimize your number-one most significant, ongoing expense,while maximizing savings

Written by an expert with decades of experience helping peopleof all walks of life realize their dreams of financialindependence, this book arms you with the knowledge and tools youneed to get to your Point X?the point at which you no longerhave to work for your money but where your money works for you.