Who Can You Trust with the Financial Planning of Your Money?

Business & Finance, Finance & Investing, Investments & Securities
Cover of the book Who Can You Trust with the Financial Planning of Your Money? by Bonnie Kirchner, Pearson Education
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Author: Bonnie Kirchner ISBN: 9780132178914
Publisher: Pearson Education Publication: June 7, 2010
Imprint: FT Press Language: English
Author: Bonnie Kirchner
ISBN: 9780132178914
Publisher: Pearson Education
Publication: June 7, 2010
Imprint: FT Press
Language: English

This is the eBook version of the printed book.

This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats.

 

Understand the field of financial planning, so you can get the advice you need--and can rely on.

 

Financial planning includes many components, and it is difficult for any one advisor to be expert in all of them. It’s similar to medicine. Some advisors with a broad base of knowledge act as generalists, often working with clients in a holistic manner--but they might have to find “specialists” in more complex situations. Whoever you work with, though, you need an integrated financial plan....

 

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

This is the eBook version of the printed book.

This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats.

 

Understand the field of financial planning, so you can get the advice you need--and can rely on.

 

Financial planning includes many components, and it is difficult for any one advisor to be expert in all of them. It’s similar to medicine. Some advisors with a broad base of knowledge act as generalists, often working with clients in a holistic manner--but they might have to find “specialists” in more complex situations. Whoever you work with, though, you need an integrated financial plan....

 

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