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Plan-Based Investing: Why a Financial Plan is the Key to Investment Success - Couverture souple

Ganz CFP, Jerry A

 
9781482353464: Plan-Based Investing: Why a Financial Plan is the Key to Investment Success
Couverture souple
ISBN 10 : 1482353466 ISBN 13 : 9781482353464
Editeur : CreateSpace Independent Publishing Platform, 2014

Synopsis

Is your investment goal to beat the market? Was your investment account allocated by your "Advisor" using a questionaire? Wouldn't it make more sense to invest in a way to complete your Financial Plan?

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos de l'auteur

Jerry is a Certified Financial Planner operating a personal Financial Planning firm in Green Bay, Wisconsin. Jerry entered this business as a tax preparer and became frustrated with clients making decisions without a strategy or an understanding of the long-term ramifications of their decisions. He has spent the past 30 years providing personalized advice and pioneering the Plan-Based Investing Strategy.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
CreateSpace Independent Publishing Platform
Date d'édition
2014
Langue
anglais
ISBN 10 
1482353466
ISBN 13 
9781482353464
Reliure
Broché
Nombre de pages
58
Coordonnées du fabricant
Manufactured by Amazon on behalf of the author
https://www.amazon.fr/hz/contact-us

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