Independent Financial Planning walks you step-by-step through the process of finding and choosing the right financial advisor. If you're ready to take control of your financial future and start planning for success, you need this straightforward, user-friendly, and no-nonsense guide. You'll learn how to find and vet financial advisors, discover the six steps to financial planning, and determine which financial products best suit your needs. And you'll find out how to distinguish between a financial advisor and a salesman-and who that distinction can make a huge difference in your financial security.
Comprehensive but accessible, Independent Financial Planning will show you how to find an advisor who can meet you where you're at financially-and understand where it is you want to go. Whether you're planning for retirement or planning to travel the world, Independent Financial Planning is the only guide you'll need to finding the best financial advisor for your needs.
Most Helpful Customer Reviews
Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner is an explanatory book discussing the entire process of finding and selecting the correct financial planner to suit your needs. Through easy to understand explanations and various examples, Michael focuses on objectively informing the reader about the various financial products and services that are available to the public. This step-by-step guide also explains what to look for in a financial advisor to ensure that you and your financial planner have an honest and open relationship. This book is definitely an easy and informative read for people at all stages of financial planning and for all levels of financial acumen.
Michael Garry did an excellent job in defining the exact role of financial advisors and provides you very critical information for how to select a financial planner for retirement. I would recommend this book for anyone who is looking to use a financial planner in the future since it clearly describes the role and benefits of an independent financial planner. More specifically, I found this book to be extremely helpful because it gives pros and cons to different options for choosing different investment strategies.