An Energy Industry Book
A book for energy
professionals and entrepreneurs
Request Your Copy Order the Book Request The Audiobook
Note: The book will be ordered through Amazon
Platform for Wealth
Platform for Wealth is a valuable guide for energy professionals in search of essential information about protecting and building wealth through portfolio and cash management strategies. Readers will gain insight into the complex benefit options available to energy professionals, as well as different disbursement strategies to generate income for retirees.
Purchase your copy on Amazon:
Book Contents
Learn about how you can set the right course with your finances
Complex benefits in a complex industry
In this chapter we summarize the important benefits typically available to energy industry professionals, with our analysis and recommendations about the strategies you can deploy for those benefits that are available.
The Wealth Management Consultative Process
The fact is, as an investor with significant means, you need an approach to managing your wealth that is not scattershot but truly comprehensive in nature - an entire framework for making intelligent decisions about not just your investments but also the advanced challenges that today's affluent investors face.
About the Author
Paul J. Carroll, CFP ®
Paul J. Carroll, CFP ® is the principal and founder of Efficient Wealth Management, a boutique wealth management practice based in The Woodlands, Texas. Paul has been a sought-after wealth management advisor for many years and has been a guest on numerous radio and TV shows. He enjoys educating others on financial tools that offer the greatest benefits. He has been featured and quoted in numerous publications, and is a frequent guest on "The Price of Business," a Houston-based business radio show. For well over 15 years, he has helped people create personalized roadmaps to financial success. Through his company, Efficient Wealth Management, Paul has provided custom wealth management recommendations suited specifically to energy professionals and entrepreneurs in the greater Houston area.
Book Signing Events
Coming Soon!
Platform for Retirement
Join us for future webinars
Paul J. Carroll ® and Ashley D. Stewart ® will present retirement issues that are facing energy professionals and executives. Please fill out the form and we will keep you updated about future webinars.
Let's talk about retirement!
This webinar will address retiree options and benefits, retiree medical options and selection, where the health savings account fits into your plan, and key concerns of energy executives based on interviews conducted by Efficient Wealth Management.
Learn More
Efficient Wealth Management
Learn more about our boutique wealth management practice based in The Woodlands, TX.