Longtime wealth manager Derek Reed offers a plainspoken playbook in his new investment planning guide, which brings the deeply personal perspective of a Gloucester fishing family to being prepared for life’s financial uncertainties.
The “Imperfect Storm” shatters the mold of traditional financial guidebooks. Inspired by the real-life heritage of his father’s hardships as captain of the ill-fated swordboat the Andrea Gail, longtime financial planner Derek Reed offers his plainspoken playbook for navigating personal finance, retirement-planning and legacy preservation with his nonfiction debut, “The Imperfect Storm.” Rooted in the rich history of Gloucester’s seafaring community and backed by decades of financial expertise, “The Imperfect Storm” is more than a book—it’s a navigational chart for folks looking to take the helm of their financial future with confidence.
Now in his third decade of helping individuals and families safeguard their financial futures, Reed blends present-day financial wisdom with the gritty reality and gripping stories of life at sea. As the son of a swordfisherman who captained the Andrea Gail until just weeks before it was lost in the Perfect Storm of 1991, Reed brings a deeply personal perspective to preparing for life’s financial uncertainties.
“Every ship needs a captain,” says Reed. “Whether it be open water or piloting the financial world, failing to prepare means preparing to fail. I wrote this book to help others avoid getting caught in foul weather or even being shipwrecked when it comes to money and retirement.”
Much like the Andrea Gail sailing into unpredictable, treacherous waters, individuals planning for retirement in the next quarter of the 21st century face financial headwinds of their own. A pattern of significant economic downturns occurring every six to seven years is often accompanied by seemingly minor financial missteps that end up costing thousands. “The Imperfect Storm” offers readers a lifeline: a step-by-step approach to securing financial independence, a meaningful retirement and a lasting personal legacy.
Unlike traditional financial guides, Reed’s book is an easy, engaging read that blends the riveting swordfishing adventures shared around the family dinner table with Reed’s personal experiences as a professional financial advisor and real-world examples from hundreds of clients. Through compelling storytelling, he makes complex financial concepts accessible, relatable and even entertaining, helping readers see themselves in their own voyage toward financial security.
“This is a great book about your retirement journey, during which you too may encounter challenges,” says Caleb Callahan, president of the Valmark Financial Group. “I wholeheartedly recommend you read and apply its principles to increase your chances of smooth sailing in the years to come.”
Reed, a managing partner at Gloucester-based Beauport Financial Services, has spent over 27 years helping individuals and families safeguard their financial futures. In the past two decades, assets under Beauport management have grown from $170M to nearly $900M. Reed’s expertise as a Certified Financial Planner® (CFP®), Chartered Life Underwriter (CLU®) and Chartered Advisor in Philanthropy (CAP®) makes “The Imperfect Storm” an essential read for anyone seeking the tools to weather economic downturns, avoid costly financial pitfalls and build a secure future.
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Key takeaways from The Imperfect Storm:
- Why financial storms are inevitable and how to prepare for them.
- The hidden risks of retirement and strategies to safeguard your future.
- How to navigate investment, tax and allocation decisions to avoid costly oversights.
- Lessons from the sea: how captaining a fishing vessel closely aligns with smart financial planning.
Published by Incubation Press, The Imperfect Storm (ISBN 978-1-7378556-4-4, $17.99) is now available for purchase at Amazon, Barnes & Noble, and Bookshop.org.
For media inquiries, speaking engagements, or interviews with Derek J. Reed, please contact him at derek@beauportfinancial.com or 978-283-0748, or visit derekjreed.com.
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