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Five Steps to Finding a Financial Advisor You Can Trust (What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement)

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ISBN: 9781642253214
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$27.99
SKU:
9781642253214
Minimum Purchase:
25 units
Bulk Pricing:
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Minimum Order: 25 copies per title

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Overview

You’ve worked hard and planned carefully so that one day you can retire comfortably.
That time has finally arrived. So why doesn’t it feel as carefree as you imagined? After building your retirement account, it’s time to take money out and use it for everyday expenses — and that requires an entirely new approach to financial planning. You have lots of questions.

This book is a step-by-step guide to the answers you need to let go of your concerns. The key is to enlist the help of a financial professional with the experience to understand your needs now that you’ve retired.

Learn which questions to ask and what answers to expect from an advisor with the specialized knowledge to help you enjoy the worry-free retirement you deserve, so can make your golden years the most meaningful and rewarding years of your life.

While major retailers like Amazon may carry Five Steps to Finding a Financial Advisor You Can Trust (What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement), we specialize in bulk book sales and offer personalized service from our friendly, book-smart team based in Portland, Oregon. We’re proud to offer a Price Match Guarantee and a streamlined ordering experience from people who truly care.

We’re trusted by over 75,000 customers, many of whom return time and again. Want proof? Just check out our 25,000+ customer reviews—real feedback from people who love how we do business.

Prefer to talk to a real person? Our Book Specialists are here Monday–Friday, 8 a.m. to 5 p.m. PST and ready to help with your bulk order of Five Steps to Finding a Financial Advisor You Can Trust (What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement).

Product Details

Author:
Randy L. Thurman CFP®, CPA/PFS
Format:
Hardcover
Pages:
172
Publisher:
Advantage Media Group, Inc. (July 18, 2023)
Language:
English
Audience:
General/trade
ISBN-13:
9781642253214
ISBN-10:
1642253219
File:
TWO RIVERS-PERSEUS-Metadata_Only_Perseus_Distribution_Customer_Group_Metadata_20250226161225-20250227.xml
Folder:
TWO RIVERS
List Price:
$27.99
As low as:
$15.95
Publisher Identifier:
P-PER
Discount Code:
C
Case Pack:
32
Country of Origin:
United States
Pub Discount:
60
Weight:
11.2oz
Imprint:
Advantage Media Group

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