Too often, financial advice is generic, impersonal, and disconnected from what truly matters. The questions are shallow, the plans are identical, and the result is Retirement Déjà Vu™.
That’s exactly what The One of a Kind Financial Plan™ challenges.
With over 25 years of experience, Mike Milligan has sat across the table from people with real goals and unique dreams. He knows that effective financial planning doesn’t start with spreadsheets...it starts with your story.
In this powerful and practical guide, readers will discover:
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Mike Milligan, CFP(R), brings 26 years of experience as a fiercely independent financial strategist, author, and educator. After learning the ropes in the "big box" world of banks and insurance companies, Mike broke away to found his own firm-dedicated to a simple truth: Wall Street plays by its rules, and those rules aren't designed to maximize your profits. That's where Mike's One of a Kind Financial Plan(TM) comes in.Through thousands of hours in front of classrooms, behind microphones, and at the tables where real lives are changed, Mike has empowered individuals to take back control of their financial future-one negotiation at a time. Mike's approach equips you with the tactics and tools you need to say "no" to generic solutions and "yes" to the financial outcomes you deserve.If you want to stop being just another account number and finally turn the tables so you profit more, you need the One of a Kind Financial Plan(TM)-written by someone who knows the score and isn't afraid to show you how to win.
Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.
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