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Five Steps to Finding a Financial Advisor You Can Trust: What Questions to Ask,
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Located in: Sparks, Nevada, United States
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eBay item number:286231661309
Item specifics
- Condition
- Publication Date
- 2023-07-18
- Pages
- 172
- ISBN
- 9781642253214
About this product
Product Identifiers
Publisher
Advantage Media Group
ISBN-10
1642253219
ISBN-13
9781642253214
eBay Product ID (ePID)
17061242885
Product Key Features
Publication Year
2023
Book Title
Five Steps to Finding a Financial Advisor You Can Trust : What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement
Topic
Personal Finance / Money Management, Personal Finance / Investing, Finance / Wealth Management
Number of Pages
172 Pages
Language
English
Genre
Business & Economics
Format
Hardcover
Additional Product Features
Intended Audience
Trade
Table Of Content
Introduction PART I: Your Key to a Worry-Free Retirement Now That You're Retired, Do You Need a Financial Advisor? The Three Essential Qualities of a Trustworthy Financial Advisor The Retirement Investment Advisor--A True Specialist Five Steps to Find a Financial Advisor You Can Trust PART II: The Five-Step Process Step One: Create a List of Candidates Step Two: Refine Your List with a Phone Interview Step Three: Meet the Top Candidates Step Four: Review a Recommended Portfolio Step Five: Hire Your Outstanding, Trustworthy Financial Advisor A Final Word: Balance Appendix Recommended Reading List About the Author Acknowledgments Index
Synopsis
You've worked hard and planned carefully so that one day you can retire comfortably. That time has finally arrived. So why doesn't it feel as carefree as you imagined? After building your retirement account, it's time to take money out and use it for everyday expenses -- and that requires an entirely new approach to financial planning. You have lots of questions. This book is a step-by-step guide to the answers you need to let go of your concerns. The key is to enlist the help of a financial professional with the experience to understand your needs now that you've retired. Learn which questions to ask and what answers to expect from an advisor with the specialized knowledge to help you enjoy the worry-free retirement you deserve, so can make your golden years the most meaningful and rewarding years of your life., A young journalist asked, "What percentage of financial advisors would you recommend to your mom?" It was a simple question, but it made retirement investment advisor Randy L. Thurman CFP®, CPA/PFS, uncomfortable. "Two percent," he answered. That's right. Just one advisor out of fifty was good enough to trust with his mom's money-or yours. That's what inspired Randy to draw on decades of experience to reveal everything you need to know to find an advisor you can trust. In Five Steps to Finding a Financial Advisor You Can Trust, you'll discover: The three essential qualities you need in a financial advisor, What a good financial advisor can and should do for you, The key questions you should ask an advisor before you hire her-including three questions that will eliminate 90% of all candidates, The difference between investing after retirement and investing to accumulate wealth, Why it's critical to find an advisor who understands the unique concerns of a retiree, How you can tell if an advisor will make your best interest his top priority (Find out by asking just one question!), You deserve to live your golden years with passion and purpose, free from worries about money. This book is packed with insider secrets that will let you hire an advisor to make your retirement a dream come true. It just might be the most important investment you'll ever make.
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- m***m (2282)- Feedback left by buyer.Past 6 monthsVerified purchaseI’m thrilled with my recent purchase . The website was user-friendly, and the product descriptions were accurate. Customer service was prompt and helpful, answering all my questions. My order arrived quickly, well-packaged, and the product exceeded my expectations in quality. I’m impressed with the attention to detail and the overall experience. I’ll definitely shop here again and highly recommend from this seller to others. Thank you for a fantastic experience!
- a***n (43)- Feedback left by buyer.Past 6 monthsVerified purchaseMistakenly ordered a paperback that I thought was a hardcover, not sellers fault; it was described properly on the listing. Seller still processed a refund the day I went to return the item and let me keep the item anyway. A+++ service. Book arrived quickly in great condition and for a great price. Thank you so much! Amazing seller!
- n***c (94)- Feedback left by buyer.Past 6 monthsVerified purchaseseller was communicative about my shipment, media mail took a while and tracking wasn't updated frequently, but seller communicated to me very quickly on status. the item came new and wrapped as described, though the packaging in it was packed wasn't sturdy and falling apart when it got to me.
Seller Feedback (512,279)
- m***m (2282)- Feedback left by buyer.Past 6 monthsVerified purchaseI’m thrilled with my recent purchase . The website was user-friendly, and the product descriptions were accurate. Customer service was prompt and helpful, answering all my questions. My order arrived quickly, well-packaged, and the product exceeded my expectations in quality. I’m impressed with the attention to detail and the overall experience. I’ll definitely shop here again and highly recommend from this seller to others. Thank you for a fantastic experience!
- a***n (43)- Feedback left by buyer.Past 6 monthsVerified purchaseMistakenly ordered a paperback that I thought was a hardcover, not sellers fault; it was described properly on the listing. Seller still processed a refund the day I went to return the item and let me keep the item anyway. A+++ service. Book arrived quickly in great condition and for a great price. Thank you so much! Amazing seller!
- n***c (94)- Feedback left by buyer.Past 6 monthsVerified purchaseseller was communicative about my shipment, media mail took a while and tracking wasn't updated frequently, but seller communicated to me very quickly on status. the item came new and wrapped as described, though the packaging in it was packed wasn't sturdy and falling apart when it got to me.