Who Can You Trust with the Financial Planning of Your Money?
- By Bonnie Kirchner
- Published Jun 7, 2010 by FT Press.
eBook
- Sorry, this book is no longer in print.
- About Watermarked eBooks
This PDF will be accessible from your Account page after purchase and requires PDF reading software, such as Acrobat® Reader®.
The eBook requires no passwords or activation to read. We customize your eBook by discreetly watermarking it with your name, making it uniquely yours.
Description
- Copyright 2010
- Edition: 1st
- eBook
- ISBN-10: 0-13-217301-8
- ISBN-13: 978-0-13-217301-8
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....
More Information
Other Things You Might Like
Dark Side of Valuation, The: Valuing Young, Distressed, and Complex Businesses, 3rd Edition
- Book $47.99