Cherry-picked: tactics to find the financial advisor for your needs
Your basket is full: full of your life's work, savings, goals, and hopes for the future. How are you to pick the right advisor to manage these precious things? Or perhaps more urgent-is the advisor you already have the right person for the job? Reliable information is critical to cherry-pick the right financial advisor for your needs, and in Keep the Cherries, Throw Away the Pits, Luciani provides you with the insight into the financial marketplace to: * locate a professional you can trust * avoid pitfalls * recognize misleading sales practices * create value by growing and protecting wealth
Sprache
Verlagsort
Produkt-Hinweis
Maße
Höhe: 241 mm
Breite: 165 mm
ISBN-13
978-1-59932-727-3 (9781599327273)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Klassifikation
GEORGE N. LUCIANI, CFP (R) is a fee-only investment advisor with thirty years' experience. As a Certified Financial Planner (TM), George consults with high-net-worth clients and directs their financial needs with their attorneys and accountants. Also a tactical portfolio manager, George personally manages risk as market conditions change and acts according to the belief that reducing downside risk in market declines is mathematically more important than gain in market rallies.
Foreword Preface Keep the Cherries, Throw Away the Pits Introduction So Much More than Money Entering New Territory Creating the Life You Want Behind Door Number One . . . The Pilot beside Me Identifying the Risks Tax Intelligence Affording Long-Term Care Keeping the Cash Flowing Preserving Your Estate Conclusion The Best Is Yet to Be
