Planning a Successful Future
Managing to Be Wealthy for Individuals and Their Advisors
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Planning a Successful Future
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Letto da:
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Steven Menasche
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Di:
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John E. Sestina
A proposito di questo titolo
From the father of Fee-Only Financial Planning - the action guide to financial security.
Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their lives.
Financial planning is a complex practice with many variables to analyze and unpredictable forces that can derail the best-laid plans in a matter of hours. A successful financial strategy starts with unbiased, customer-focused advice like the kind you'll get inside from legendary advisor John Sestina, who has profited solely with his clients' fees for 50 years. Expert guidance, illustrative examples of covered concepts working in the real world, and simplifying worksheets put a secure financial future within reach by showing you how to:
- Identify your goals and achieve them
- Create a realistic and goal-based financial plan
- Take an informed, proactive approach to your finances
- Allocate investments to fully achieve your goals