Protect Wealth and Maximize Assets: Estate Planning and Trust Secrets for Suddenly Single, Widowed or Divorced (Paperback) (ISBN-13: 9781727723045)

Joe RoosEvans is one of the top financial professionals in the country. He started in the financial services industry in 1982, and after several banner years, he founded Financial Resources of America (FRA). Ranked among the Top Five Percent financial service agencies in the world today - a leading force in the industry since 1986 - FRA is one of a group of several successful companies founded by Joe RoosEvans, including FRA Trust - all of which continue to further his reputation for leadership and innovation nationwide. Over the years, FRA has served more than 17,000 clients who have come to Joe and FRA Trust for advice on how to best preserve their wealth. Today, the company holds more than $1 billion of assets. This accomplishment is the net-result of Joe's passion and commitment for serving people in a quest for successful retirement lifestyles. Joe has committed his entire career to helping individuals create, grow, and protect their wealth. All told, Joe RoosEvans is a widely recognized leader in wealth preservation, and in the financial services industry overall. An acknowledged asset-transfer specialist, radio talk show host, author, and sought-after national speaker, his professional designations include the following: - Certified Trust and Financial Advisor (CTFA) - Accredited Estate Planner (AEP) - Certified Financial Planner (CFP) - Retirement Income Certified Planner (RICP) - Chartered Life Underwriter (CLU) - Chartered Leadership Fellow (CLF) - Chartered Financial Consultant (ChFC) - Certified Wealth Preservation Planner - Certified Asset Protection Planner - Chartered Advisor for Senior Living (CASL) Those who work with Joe and FRA know that they are working with well-established and experienced professionals in the wealth protection and preservation field, whose sole purpose is to help them reach their goals.