"As an educated and experienced financial executive, I have read countless books and listened to dozens of speakers on this topic. The work of a successful financial adviser is premised on building a trusted relationship with the client - a relationship that not only adds value to one's portfolio but also adds value to one's life. That is a fitting description of Scott's approach to his profession. Thank you, Scott, for your professionalism and for putting pen to paper to share your knowledge and experience." -Ed Imparato, CMA, MBA, Senior Financial Executive and Inspired Leader, 2010 CFO of the Year - Private Companies - NJBIZ "Scott Lask in his book presents some good basics of investment strategy for these unstable and troubled financial times. An easy to grasp comfortable read and addition to serious investors libraries." -Dr. Robert Goldman MD, DO, PhD, World Chairman-International Medical Commission "Scott presents an easy-to-understand approach to investing and financial security.
It's an easy read for novices and a great refresher for the more experienced investor. He has made me smarter and more confident in my retirement." -Steve Cook, Partner, Trusted Talent "I strongly recommend this book for anyone looking for a holistic approach to wealth management. I love his positive and easy to follow examples still leaving room for you to formulate and execute your investment plan. A must read for anyone looking to improve their wealth." -Steven Schussler, Chairman of the Board, CEO & Founder, Schussler Creative, Inc. Inventions, Ideas, Contraptions and Dreams(TM) Scott Lask is a veteran of Wall Street with four decades of investing, money management, retirement and legacy planning experience. Having lived through-and navigated his clients through The Great Crash of 1987, the Dotcom craze, the Dotcom crash, the mortgage market collapse & Great recession, Scott has learned the tell-tale signs of the financial markets.
He shares his experience to help investors win with wealth preservation and accumulation strategies. This book presents sensible advice and guidance for investors at every stage of life. Scott founded The Scott Lask Wealth Management Group, LLC in 2004. A core value of the practice: to understand each client's relationship with money on an emotional level to create a customized plan to reduce stress and worry when financial markets are volatile. Scott sees his primary job as being his clients advocate and to provide stewardship to their financial life & legacy. Scott hosts Strive for a Work-Optional Life! a monthly webinar. https: //scottlask.com/live-events/.