Finding Your Center: Achieving Confidence Through Financial Planning

As we celebrate our 40th year in business, “Finding Your Center” is the culmination of decades we’ve spent working with people like you, a guide to the financial planning process that will pinpoint the strategies designed to make your life better, now and for decades to come. It was collectively written by our lead advisors and includes the knowledge and experience of our team. It covers the major areas of financial planning, including goals-based planning, building personal financial statements, retirement planning (including key strategies for Social Security and Medicare), investment management, tax planning, charitable giving, education planning, insurance and risk management, longevity planning, and estate planning. Key concepts and strategies are illustrated through fictional stories that help engage the reader. It’s no coincidence that the term “financial planning” is in the name of our company. We openly tell you what we do, and this book gives you a good idea of how we do it.
ASIN: B0F16MJ6T6
VSKU: BVV.B0F16MJ6T6.G
Condition: Good
Author/Artist:Adams, Lauren|Wyman, Timothy
Binding: Hardcover
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: The item shows wear from consistent use, but it remains in good condition and works perfectly. All pages and cover are intact including the dust cover, if applicable . Spine may show signs of wear. Pages may include limited notes and highlighting. May NOT include discs, access code or other supplemental materials.