C-Suite Network™

Erin Botsford

Book Description

This is a guidebook packed with the best strategies to manage wealth in retirement, helping readers live the life they have always envisioned – without risk of running out of money. With decades of experience as a financial consultant, Erin Botsford shows readers how to identify their preferred lifestyle and sustain it throughout retirement. With the philosophy that money allows choices, she shows readers how to become informed, wise investors – avoiding common pitfalls, challenging the status quo, and refusing to take advice blindly. No one wants to run out of money before they run out of time, and Botsford helps restore confidence in members of the Baby-Boom generation who may have lost assets during the financial crisis. With a thorough examination of the transition into retirement, she addresses common concerns such as Do I have enough money to last a lifetime? What about my spouse and children? Will Social Security be there when I am eligible to receive it? And what about Medicare, health insurance? From a chapter titled “Economics 101” to detailed analyses of market patterns, the author exposes the failures inherent in traditional methods of asset allocation. With comprehensive explanations of investment strategies, she helps readers adopt a new philosophy about their finances and retirement planning in order to protect their hard-earned money.

About the Author

Erin Botsford is the founder and CEO of Botsford Financial Group, a boutique financial planning firm with offices in Frisco, Texas and Atlanta, Georgia. Her firm specializes in retirement and asset protection planning for business owners and senior executives of Fortune 500 companies. Having trademarked an investment philosophy called Lifestyle Driven Investing™, she is considered a thought leader on 21st Century investing, risk management and retirement. Among the top echelon of financial advisors, she is often asked to share her views on investing and the economy in key note addresses across the country. A frequent speaker at industry conferences, Erin is the author of the best-selling book: The Big Retirement Risk: Running out of Money Before You Run out of Time. Her philosophy of money is currently being taught as a second school of thought in financial circles nationwide.

 

Erin’s rise from a life of poverty and misfortune to become one of the Top Financial Planners in the country is a story that has been featured in numerous articles and publications, including FA Magazine, Kemper’s “Success Stories,” The Dallas Morning News, The Dallas Business Journal and Real Woman magazine’s “From Broke to Bountiful.” She has been chosen numerous times for Barron’s magazine “Top 100 Women Financial Advisers”* and “Top 100 Independent Financial Advisors.” Erin has been listed as one of the “Best Financial Planners in Dallas”** by D Magazine and has had frequent television appearances as a guest on CNBC’s Power Lunch, Squawk on the Street, and Wealth Track with Consuelo Mack.

 

Erin and her husband, Bob, an American Airlines pilot, reside in McKinney, Texas. They have one son, Kevin, aged 30 who is currently serving as a Captain in the United States Air Force. Kevin is married to Kristin Botsford and they have one son, Cooper. Bob and Erin spend the majority of their free time working on their philanthropic endeavors, from serving returning military veterans and providing water wells, orphan homes and other humanitarian relief to women and children in Africa.

 

*Barron’s Top 100 Independent Financial Advisors (2008) and Top 100 Women Financial Advisors (2009, 2010, 2012, 2014) are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

 

**The Best Financial Planners (2002, 2004, 2009) were chosen based on surveys completed by financial planning professionals.

 

Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registered investment advisor. Advisory services offered through Stratos Wealth Partners, a registered investment advisor. All companies listed are separate entities from LPL Financial.

For a list of states in which Erin Botsford is licensed to do business please visit www.botsfordfinancial.com

 

 |Erin Botsford is the founder and CEO of Botsford Financial Group, a boutique financial planning firm with offices in Frisco, Texas and Atlanta, Georgia. Her firm specializes in retirement and asset protection planning for business owners and senior executives of Fortune 500 companies. Having trademarked an investment philosophy called Lifestyle Driven Investing™, she is considered a thought leader on 21st Century investing, risk management and retirement. Among the top echelon of financial advisors, she is often asked to share her views on investing and the economy in key note addresses across the country. A frequent speaker at industry conferences, Erin is the author of the best-selling book: The Big Retirement Risk: Running out of Money Before You Run out of Time. Her philosophy of money is currently being taught as a second school of thought in financial circles nationwide.

 

Erin’s rise from a life of poverty and misfortune to become one of the Top Financial Planners in the country is a story that has been featured in numerous articles and publications, including FA Magazine, Kemper’s “Success Stories,” The Dallas Morning News, The Dallas Business Journal and Real Woman magazine’s “From Broke to Bountiful.” She has been chosen numerous times for Barron’s magazine “Top 100 Women Financial Advisers”* and “Top 100 Independent Financial Advisors.” Erin has been listed as one of the “Best Financial Planners in Dallas”** by D Magazine and has had frequent television appearances as a guest on CNBC’s Power Lunch, Squawk on the Street, and Wealth Track with Consuelo Mack.

 

Erin and her husband, Bob, an American Airlines pilot, reside in McKinney, Texas. They have one son, Kevin, aged 30 who is currently serving as a Captain in the United States Air Force. Kevin is married to Kristin Botsford and they have one son, Cooper. Bob and Erin spend the majority of their free time working on their philanthropic endeavors, from serving returning military veterans and providing water wells, orphan homes and other humanitarian relief to women and children in Africa.

 

*Barron’s Top 100 Independent Financial Advisors (2008) and Top 100 Women Financial Advisors (2009, 2010, 2012, 2014) are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

 

**The Best Financial Planners (2002, 2004, 2009) were chosen based on surveys completed by financial planning professionals.

 

Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registered investment advisor. Advisory services offered through Stratos Wealth Partners, a registered investment advisor. All companies listed are separate entities from LPL Financial.

For a list of states in which Erin Botsford is licensed to do business please visit www.botsfordfinancial.com

 

 |Erin Botsford is the founder and CEO of Botsford Financial Group, a boutique financial planning firm with offices in Frisco, Texas and Atlanta, Georgia. Her firm specializes in retirement and asset protection planning for business owners and senior executives of Fortune 500 companies. Having trademarked an investment philosophy called Lifestyle Driven Investing™, she is considered a thought leader on 21st Century investing, risk management and retirement. Among the top echelon of financial advisors, she is often asked to share her views on investing and the economy in key note addresses across the country. A frequent speaker at industry conferences, Erin is the author of the best-selling book: The Big Retirement Risk: Running out of Money Before You Run out of Time. Her philosophy of money is currently being taught as a second school of thought in financial circles nationwide.

 

Erin’s rise from a life of poverty and misfortune to become one of the Top Financial Planners in the country is a story that has been featured in numerous articles and publications, including FA Magazine, Kemper’s “Success Stories,” The Dallas Morning News, The Dallas Business Journal and Real Woman magazine’s “From Broke to Bountiful.” She has been chosen numerous times for Barron’s magazine “Top 100 Women Financial Advisers”* and “Top 100 Independent Financial Advisors.” Erin has been listed as one of the “Best Financial Planners in Dallas”** by D Magazine and has had frequent television appearances as a guest on CNBC’s Power Lunch, Squawk on the Street, and Wealth Track with Consuelo Mack.

 

Erin and her husband, Bob, an American Airlines pilot, reside in McKinney, Texas. They have one son, Kevin, aged 30 who is currently serving as a Captain in the United States Air Force. Kevin is married to Kristin Botsford and they have one son, Cooper. Bob and Erin spend the majority of their free time working on their philanthropic endeavors, from serving returning military veterans and providing water wells, orphan homes and other humanitarian relief to women and children in Africa.

 

*Barron’s Top 100 Independent Financial Advisors (2008) and Top 100 Women Financial Advisors (2009, 2010, 2012, 2014) are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

 

**The Best Financial Planners (2002, 2004, 2009) were chosen based on surveys completed by financial planning professionals.

 

Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registered investment advisor. Advisory services offered through Stratos Wealth Partners, a registered investment advisor. All companies listed are separate entities from LPL Financial.

For a list of states in which Erin Botsford is licensed to do business please visit www.botsfordfinancial.com

 

 |Erin Botsford is the founder and CEO of Botsford Financial Group, a boutique financial planning firm with offices in Frisco, Texas and Atlanta, Georgia. Her firm specializes in retirement and asset protection planning for business owners and senior executives of Fortune 500 companies. Having trademarked an investment philosophy called Lifestyle Driven Investing™, she is considered a thought leader on 21st Century investing, risk management and retirement. Among the top echelon of financial advisors, she is often asked to share her views on investing and the economy in key note addresses across the country. A frequent speaker at industry conferences, Erin is the author of the best-selling book: The Big Retirement Risk: Running out of Money Before You Run out of Time. Her philosophy of money is currently being taught as a second school of thought in financial circles nationwide.

 

Erin’s rise from a life of poverty and misfortune to become one of the Top Financial Planners in the country is a story that has been featured in numerous articles and publications, including FA Magazine, Kemper’s “Success Stories,” The Dallas Morning News, The Dallas Business Journal and Real Woman magazine’s “From Broke to Bountiful.” She has been chosen numerous times for Barron’s magazine “Top 100 Women Financial Advisers”* and “Top 100 Independent Financial Advisors.” Erin has been listed as one of the “Best Financial Planners in Dallas”** by D Magazine and has had frequent television appearances as a guest on CNBC’s Power Lunch, Squawk on the Street, and Wealth Track with Consuelo Mack.

 

Erin and her husband, Bob, an American Airlines pilot, reside in McKinney, Texas. They have one son, Kevin, aged 30 who is currently serving as a Captain in the United States Air Force. Kevin is married to Kristin Botsford and they have one son, Cooper. Bob and Erin spend the majority of their free time working on their philanthropic endeavors, from serving returning military veterans and providing water wells, orphan homes and other humanitarian relief to women and children in Africa.

 

*Barron’s Top 100 Independent Financial Advisors (2008) and Top 100 Women Financial Advisors (2009, 2010, 2012, 2014) are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

 

**The Best Financial Planners (2002, 2004, 2009) were chosen based on surveys completed by financial planning professionals.

 

Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registered investment advisor. Advisory services offered through Stratos Wealth Partners, a registered investment advisor. All companies listed are separate entities from LPL Financial.

For a list of states in which Erin Botsford is licensed to do business please visit www.botsfordfinancial.com

 

 |Erin Botsford is the founder and CEO of Botsford Financial Group, a boutique financial planning firm with offices in Frisco, Texas and Atlanta, Georgia. Her firm specializes in retirement and asset protection planning for business owners and senior executives of Fortune 500 companies. Having trademarked an investment philosophy called Lifestyle Driven Investing™, she is considered a thought leader on 21st Century investing, risk management and retirement. Among the top echelon of financial advisors, she is often asked to share her views on investing and the economy in key note addresses across the country. A frequent speaker at industry conferences, Erin is the author of the best-selling book: The Big Retirement Risk: Running out of Money Before You Run out of Time. Her philosophy of money is currently being taught as a second school of thought in financial circles nationwide.
 
Erin’s rise from a life of poverty and misfortune to become one of the Top Financial Planners in the country is a story that has been featured in numerous articles and publications, including FA Magazine, Kemper’s “Success Stories,” The Dallas Morning News, The Dallas Business Journal and Real Woman magazine’s “From Broke to Bountiful.” She has been chosen numerous times for Barron’s magazine “Top 100 Women Financial Advisers”* and “Top 100 Independent Financial Advisors.” Erin has been listed as one of the “Best Financial Planners in Dallas”** by D Magazine and has had frequent television appearances as a guest on CNBC’s Power Lunch, Squawk on the Street, and Wealth Track with Consuelo Mack.
 
Erin and her husband, Bob, an American Airlines pilot, reside in McKinney, Texas. They have one son, Kevin, aged 30 who is currently serving as a Captain in the United States Air Force. Kevin is married to Kristin Botsford and they have one son, Cooper. Bob and Erin spend the majority of their free time working on their philanthropic endeavors, from serving returning military veterans and providing water wells, orphan homes and other humanitarian relief to women and children in Africa.
 
*Barron’s Top 100 Independent Financial Advisors (2008) and Top 100 Women Financial Advisors (2009, 2010, 2012, 2014) are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
 
**The Best Financial Planners (2002, 2004, 2009) were chosen based on surveys completed by financial planning professionals.
 
Securities offered through LPL Financial, member FINRA/SIPC. Financial planning offered through Lifestyle Planning Solutions, LLC, a registered investment advisor. Advisory services offered through Stratos Wealth Partners, a registered investment advisor. All companies listed are separate entities from LPL Financial.
For a list of states in which Erin Botsford is licensed to do business please visit www.botsfordfinancial.com
 
 

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