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!
Background information
Organization name
Efficient Wealth Management
Industry
Accounting & Financial
Description of the organization and its target audience
Look at our website: efficientwealthmanagement.com
Efficient Wealth Management is an independent, fee-only wealth management advisor firm located in The Woodlands, Texas.
Our mission is to provide a consultative wealth management solution that goes beyond investment consulting to include the advanced planning needs of our clients
We offer investment consulting strategies that help our clients protect their wealth while working toward their financial goals. Moreover, working with our team of experts, we provide advanced planning solutions that help our clients mitigate their taxes, take care of their heirs, protect their assets from being unjustly taken, and maximize the impact of their charitable giving.
To ensure excellent service, we limit our practice to a select number of clients for whom we can have a tremendous impact.
Content details
Description
We are writing a book detailing the retirement benefits for energy professionals.
Title: Platform for Wealth
Author: Paul J. Carroll, CFP®
Price on back cover (put above ISBN) is $19.95 USD
Please see what back cover language we want in the Word doc!
References
Other notes
The cover can highlight our typical colors that can be found at efficientwealthmanagement.com. In the media section, you can see the covers of some of our white papers in the past. However, be creative!
We have attached our logo, picture of the author, the template for the cover, and ISBN.
If you use fonts that require a license, confirm with the client they're ok with it. For licensing reasons, it is better to provide your client with information on how to acquire the font rather than providing the actual files.