Five Steps to Finding a Financial Advisor You Can Trust
eBook - ePub

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

  1. 172 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

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

About this book

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.

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Yes, you can access Five Steps to Finding a Financial Advisor You Can Trust by Randy L. Thurman in PDF and/or ePUB format, as well as other popular books in Business & Wealth Management. We have over one million books available in our catalogue for you to explore.

Information

Table of contents

  1. Cover
  2. Half-title page
  3. Title page
  4. Copyright page
  5. Contents
  6. Endnotes