Book Description

Do you have a Financial Advisor, and do you know what to expect from them? This book gives you the holistic approach to financial planning. It will educate you on the fundamentals of financial planning and help you and your family with proper management of your financial resources . The purpose of financial planning is to provide you with a comprehensive analysis of your current financial situation, and a general plan to help you achieve your future goals and objectives, no matter how much you earn or how long you have been working. With Proper Planning, your Financial Advisor can help you reduce estate liabilities in the event of death, offer tax planning advise that can reduce the amount of tax you are paying, help you plan for retirement and help you create and protect your wealth. Find out if your Financial Advisor is giving you value for your money and the right questions to ask.