Description

Book Synopsis

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.

Five Steps to Finding a Financial Advisor You Can

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Order before 4pm today for delivery by Sat 3 Jan 2026.

A Hardback by Randy L. Thurman

3 in stock


    View other formats and editions of Five Steps to Finding a Financial Advisor You Can by Randy L. Thurman

    Publisher: Advantage Media Group
    Publication Date: 18/07/2023
    ISBN13: 9781642253214, 978-1642253214
    ISBN10: 1642253219
    Also in:
    Investment and securities Private wealth management Personal finance

    Description

    Book Synopsis

    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.

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