Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner - Couverture souple

Garry, Mike

Couverture souple

ISBN 10 : 0991258703 ISBN 13 : 9780991258703

Editeur : Yardley Wealth Management LLC, 2014

Synopsis

Let’s face it—financial planning is confusing and overwhelming for most people. There’s more information than you can possibly sort through, and too many voices telling you what to do with it. Feeling lost? You’re not the only one—but you don’t have to navigate the wilds of financial planning alone. The right financial advisor is the best ally you can have as you build wealth and secure your future. But how do you know who to choose? Independent Financial Planning walks you step-by-step through the process of finding and choosing the right financial advisor. If you’re ready to take control of your financial future and start planning for success, you need this straightforward, user-friendly, and no-nonsense guide. You’ll learn how to find and vet financial advisors, discover the six steps to financial planning, and determine which financial products best suit your needs. And you’ll find out how to distinguish between a financial advisor and a salesman—and why that distinction can make a huge difference in your financial security. Comprehensive but accessible, Independent Financial Planning will show you how to find an advisor who can meet you where you’re at financially—and understand where it is you want to go. Whether you’re planning for retirement or planning to travel the world, Independent Financial Planning is the only guide you’ll need to finding the best financial advisor for your needs.

A propos du livre

À propos de l?auteur

Michael Garry, CFP®, JD/MBA, is a Certified Financial Planner practitioner and a member of the National Association of Personal Financial Advisors and the Financial Planning Association with over 15 years of experience. He has worked as an attorney at two successful Philadelphia law firms and a financial consultant at Merrill Lynch & Co. He oversaw the operations of Global Investment Management before forming his own company, Yardley Wealth Management, and his law firm, Yardley Estate Planning, LLC. He. He is regularly featured in publications such as the Wall Street Journal, Money magazine, Kiplinger’s, Businessweek.com, CNNMoney.com, and Consumer Reports Money Advisor, among others.

Détails de l'édition

• Éditeur: Yardley Wealth Management LLC
• Date d'édition: 2014
• Langue: anglais
• ISBN 10: 0991258703
• ISBN 13: 9780991258703
• Reliure: Broché
• Nombre de pages: 140
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg