Tony Kendzior, CLU, ChFC

Publisher info

Tony Kendzior, CLU, ChFC is a semi-retired entrepreneur in financial services. Since 1975, his financial practice has served his community as a trained insurance agent, investment advisor and financial planner. Early on he earned his status as a Chartered Life Underwriter, or CLU, and as a Chartered Financial Consultant or ChFC. Ultimately he established his own Registered Investment Advisor firm, Florida Wealth Advisors, LLC.

Today he continues to live in North Central Florida, building new relationships with busy people thinking about their retirement. You can learn about his ideas, his publications, and his way of thinking and teaching at his personal and professional website https://floridawealthadvisors.com/

Among his books here on Smashwords is Captive Wealth, which comes in two editions: the 2023 Novice Edition for the business owner recently exposed to the concept of captive wealth and the second, the 2023 Professional Edition, designed for accountants, attorneys, financial advisors and other members of an advisory team. Both are in depth explorations of a contemporary financial strategy for successful small business owners (private medical practices, athletes, tech companies, etc.) looking for ways to grow their wealth by making their business enterprise more tax efficient. Tony is a fiduciary with a personal and professional commitment to clients, knowing that if they succeed, so will he.

Where to find Tony Kendzior, CLU, ChFC online

CapAlt Risk Solutions ~ A Short Introduction
Price: Free! Words: 1,330. Language: English. Published: August 30, 2023 by Tony Kendzior, CLU, ChFC. Categories: Nonfiction » Business & Economics » Insurance / risk assessment & management
CapAlt Risk Solutions is a unique, sophisticated and legal strategic financial tool for small to mid-size business owners, designed to create, grow and preserve additional wealth while mitigating exposure to business risks.
The Dynamics of Retirement
Price: $19.97 USD. Words: 17,600. Language: English. Published: April 11, 2020 by Tony Kendzior, CLU, ChFC. Categories: Nonfiction » Business & Economics » Personal finance / retirement planning, Nonfiction » Business & Economics » Personal finance / investing
The Dynamics of Retirement explores 8 critical questions everyone needs to ask of themselves, and answer, BEFORE they retire. For most people still working, retirement is a slowly evolving thought process. If you want a SUCCESSFUL retirement, this how-to book is a must read BEFORE RETIREMENT. Failing to plan is planning to fail.
Your Retirement Future - Things to Think About TODAY
Price: $9.97 USD. Words: 12,190. Language: English. Published: January 2, 2018 by Tony Kendzior, CLU, ChFC. Categories: Nonfiction » Self-improvement » Personal Growth / Success
If your goal is to retire someday, or are already retired, here are more than a dozen ideas to help you sort through the noise you encounter about retirement. Being able to make informed decisions before it's too late is critical if you want and expect a successful retirement. Also, if you're a small to mid-size business owner, be sure to read Chapter 5.

Books

CapAlt Risk Solutions ~ Professional Advisor Edition
Price: $19.98 USD. Words: 13,800. Language: English. Published: August 30, 2023 . Categories: Nonfiction » Business & Economics » Insurance / risk assessment & management, Nonfiction » Business & Economics » Knowledge capital
CapAlt Risk Solutions is a unique, sophisticated and legal strategic financial tool for small to mid-size business owners, designed to create, grow and preserve additional wealth while mitigating exposure to business risks.
CapAlt Risk Solutions ~ Business Owners Edition
Price: $9.98 USD. Words: 7,300. Language: English. Published: August 30, 2023 . Categories: Nonfiction » Business & Economics » Insurance / risk assessment & management
CapAlt Risk Solutions is a unique, sophisticated and legal strategic financial tool for small to mid-size business owners, designed to create, grow and preserve additional wealth while mitigating exposure to business risks.