Retirement Success: Hiring Your Functional Retirement Advisor - Couverture souple

Falbo, Joseph F.

Couverture souple

ISBN 10 : 1732069301 ISBN 13 : 9781732069305

Editeur : Falbo Wealth Management, 2018

Synopsis

Retirement is one of the most important life milestones, and what can make or break this time is who you trust to protect your hard- earned nest egg. However, not everyone in the financial services industry has your best interests at heart. How are you to know if you are dealing with a dysfunctional retirement advisor or even worse a wolf in sheep’s clothing? Joseph F. Falbo, Jr., a financial advisor with over 20 years of experience, shows you how to recognize a trustworthy, empathetic person who puts emphasis on plans, not financial products...in other words, a fully Functional Retirement Advisor (FRA). Joseph will identify the key characteristics every financial advisor must have in order to be considered an FRA, which will immediately lessen the burden of your advisor search: LEARN how to spot problematic personality traits before they become an issue. UNCOVER the one investing discipline every legitimate FRA practices. LEARN the technique you can use to define your retirement vision and how to calculate “Your Number." FIND OUT the one question that you should be asking your financial advisor that we cannot believe no one ever asks. DISCOVER how the FRA saves you from the mainstream financial news tsunami. Through relevant teachings and personal anecdotes, Retirement Success: Hiring Your Functional Retirement Advisor provides the ultimate guide for those entering 21st century retirement

A propos du livre

À propos de l?auteur

Joseph F. Falbo, Jr., CFP® is a financial advisor with over 20 years of experience. After Joseph's graduation from St. John’s University in 1995, he successfully went through and passed Merrill Lynch’s Financial Adviser training program. Over the years, Joseph has worked for a number of large brokerage firms and banks. He has spent his entire career as a Financial Adviser and in essence "grew up in the business". In 2009, he started his own financial advisory practice, Falbo Wealth Management, in Murray Hill, New Jersey. Visit FalboWealth.com for more information.

Détails de l'édition

• Éditeur: Falbo Wealth Management
• Date d'édition: 2018
• Langue: anglais
• ISBN 10: 1732069301
• ISBN 13: 9781732069305
• Reliure: Broché
• Nombre de pages: 154
• 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