Search Results: 'Choosing Financial Planner'

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6 results for "Choosing Financial Planner"
Confessions of a Financial Planner: How to Get Great Advice & Avoid Financial Scams By David Holland
eBook (PDF): $5.00
Download immediately.
In Confessions of a Financial Planner: How to Get Great Advice & Avoid Financial Scams, author and adviser, David D. Holland, demystifies the process of choosing an investment adviser or planner.... More > He also raises the red flag in an effort to expose those who could potentially bring financial harm. Filled with David’s practical insights from 20 years of financial services experience, this book provides plain English answers to critical questions, such as: How do I find the best adviser for me? What questions should I ask? How do I know an adviser has my best interests at heart? How can I lessen my chances of becoming the victim of a financial scam?< Less
Confessions of a Financial Planner: How to Get Great Advice & Avoid Financial Scams By David Holland
Paperback: $10.00
Ships in 3-5 business days.
In Confessions of a Financial Planner: How to Get Great Advice & Avoid Financial Scams, author and adviser, David D. Holland, demystifies the process of choosing an investment adviser or planner.... More > He also raises the red flag in an effort to expose those who could potentially bring financial harm. Filled with David’s practical insights from 20 years of financial services experience, this book provides plain English answers to critical questions, such as: How do I find the best adviser for me? What questions should I ask? How do I know an adviser has my best interests at heart? How can I lessen my chances of becoming the victim of a financial scam?< Less
Financial Planning Handbook By Patrick Peterhans - CFP, RIA
Paperback: $39.50
Ships in 3-5 business days.
(1 Ratings)
This E-book, written by a CFP, is an in-depth compilation of every aspect of financial planning for people who are getting more serious about their financial future as well as the experienced... More > ones. In this E-book you will learn: • Choosing the Right Investments in the Financial Markets • Planning for Financial Freedom and Retirement • Know your Net Worth • Risk management • Budgets • Uncle Sam - Income and Estate Taxes • Protect your Estate and Your Dependents • Plan for Your Own Education and Your Children's Education • Couples / Families and Money • You and your attitude about money and how it affects your path to financial freedom You will get the following items for free: • A simple and detailed Budget • A Net Worth Statement • Action Lists • Access to me through my blog on my website Please visit my website at www.Ask-a-Financial-Planner.com and check out my blog. Patrick< Less
Financial Planning Handbook By Patrick Peterhans - CFP, RIA
eBook (PDF): $32.95
Download immediately.
(1 Ratings)
This E-book, written by a CFP, is an in-depth compilation of every aspect of financial planning for people who are getting more serious about their financial future as well as the experienced... More > ones. In this E-book you will learn: • Choosing the Right Investments in the Financial Markets • Planning for Financial Freedom and Retirement • Know your Net Worth • Risk management • Budgets • Uncle Sam - Income and Estate Taxes • Protect your Estate and Your Dependents • Plan for Your Own Education and Your Children's Education • Couples / Families and Money • You and your attitude about money and how it affects your path to financial freedom You will get the following items for free: • A simple and detailed Budget • A Net Worth Statement • Action Lists • Access to me through my blog on my website Please visit my website at www.Ask-a-Financial-Planner.com and check out my blog. Patrick< Less
If You Are Suddenly Single By Brad Ledwith
Paperback: $10.95
Ships in 3-5 business days.
A helpful guide for widows on handling your finances after the death of your spouse. Written especially for widows by Certified Financial Planner™ Brad Ledwith, this guide will help you... More > navigate through the financial issues that must be addressed. This book offers insights and strategies gleaned from years of working with widows and case stories compiled from clients’ experiences. Inside you will find advice and guidelines on financial issues that should be tackled right away, decisions that should be postponed, choosing a team of advisors, questions to ask, and checklists and time lines. Also sprinkled within are thoughts from some of Brad’s clients that they share from their own journeys. Along with a wealth of practical information, this book offers hope. From his experience and those of his clients, Brad is confident that you can get through this, that you have the strength within to meet the challenge, to go through the steps of this process and move forward into a good life.< Less
My Personal BABYBOOMER RETIREMENT Book By LM Richard
Paperback: $24.50
Ships in 3-5 business days.
You have reached your retirement years and the best is yet to be experienced. It is an opportunity to choose a well balanced lifestyle and make good choices for your mind, body and soul. This book... More > is designed to assist you with your new way of life and standard of living. Important details for your health, fitness, financial and family provide a vital information source for persons in ‘need to know’ situations. Leave some experiences or wisdom from your personal history to loved ones and family in the personal section of the book, which includes pictures and memories. Use the Travel Planner section for trips or to track places you have visited during this most exciting phase of your life. Reaching retirement is an achievement and milestone in itself worth journaling. And journaling can be a good source for personal wellness and happiness. Enjoy!< Less