The Nile on eBay Retirement Planning by Louis Zeman
When it comes to consequential retirement decisions, more and more people are preferring to pay their financial advisors directly for upfront planning advice in lieu of traditional asset management fees and commissions.
FORMATPaperback CONDITIONBrand New Publisher Description
When it comes to consequential retirement decisions, more and more people are preferring to pay their financial advisors directly for upfront planning advice in lieu of traditional asset management fees and commissions. This book explores how advisors of the future without any ambiguity will need to offer complete financial plans & cohesive strategies prior to any discussion of new product implementation. The first planning book of its kind, we will introduce Advice Only as the fundamental belief by some clients that a financial planning strategy will only ever feel complete if -and only if- it is developed in total isolation from any form of a product sale. This planning approach is sure to contribute to the disruption of the financial services industry and advice-giving as we know it today. Readers will learn THEY hold the keys necessary to change how financial advice is delivered, not necessarily the financial institutions or through government regulation.This book will provide new retirees with the information needed not only to be financially successful in retirement but also to discover the right financial planning methodology for them. Additionally, we'll explore other subjective investment and tax-related approaches to help determine your personalized retirement philosophy. You'll learn the importance of having a plan that is proven viable with math and gives you what you want, but is still flexible enough to work under a variety of scenarios - not just the ideal one.
Details ISBN198965519X Pages 48 Publisher Astrology Books Year 2019 ISBN-10 198965519X ISBN-13 9781989655191 Format Paperback Publication Date 2019-08-25 Imprint Astrology Books Subtitle Challenges and Activities for the First 30 Days of Your New Life (Retirement Gifts) UK Release Date 2019-08-25 Author Louis Zeman Audience General We've got this
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