Planning a Successful Future by John E. Sestina
Estimated delivery 3-12 business days
Format Hardcover
Condition Brand New
Description A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals.
Publisher Description
A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. Create a realistic and goal-based financial planTake a more proactive approach to your financesIdentify your goals and how to achieve themAllocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.
Author Biography
JOHN E. SESTINA is president of John E. Sestina and Company, a private professional financial planning firm that counsels individual clients on an objective fee-only basis. The firm's guidance to clients throughout North America includes cash flow management, investment management, tax planning, disability planning, education planning, retirement planning, and estate planning.
Details ISBN 1119069122 ISBN-13 9781119069126 Title Planning a Successful Future Author John E. Sestina Format Hardcover Year 2016 Pages 240 Publisher John Wiley & Sons Inc GE_Item_ID:97616155; About Us
Grand Eagle Retail is the ideal place for all your shopping needs! With fast shipping, low prices, friendly service and over 1,000,000 in stock items - you're bound to find what you want, at a price you'll love!
Shipping & Delivery Times
Shipping is FREE to any address in USA.
Please view eBay estimated delivery times at the top of the listing. Deliveries are made by either USPS or Courier. We are unable to deliver faster than stated.
International deliveries will take 1-6 weeks.
NOTE: We are unable to offer combined shipping for multiple items purchased. This is because our items are shipped from different locations.
Returns
If you wish to return an item, please consult our Returns Policy as below:
Please contact Customer Services and request "Return Authorisation" before you send your item back to us. Unauthorised returns will not be accepted.
Returns must be postmarked within 4 business days of authorisation and must be in resellable condition.
Returns are shipped at the customer's risk. We cannot take responsibility for items which are lost or damaged in transit.
For purchases where a shipping charge was paid, there will be no refund of the original shipping charge.
Additional Questions
If you have any questions please feel free to Contact Us.
Categories Baby Books Electronics Fashion Games Health & Beauty Home, Garden & Pets Movies Music Sports & Outdoors Toys
Your request is processing... Please Wait