Keep The Cherries Throw Away The Pits: Does Your Financial Advisor Know The Difference?

Keep The Cherries Throw Away The Pits: Does Your Financial Advisor Know The Difference?

by George N. Luciani


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Cherry-picked: tactics to find the financial advisor for your needs

Your basket is full: full of your life’s work, savings, goals, and hopes for the future. How are you to pick the right advisor to manage these precious things?
Or perhaps more urgent—is the advisor you already have the right person for the job?
Reliable information is critical to cherry-pick the right financial advisor for your needs, and in Keep the
Cherries, Throw Away the Pits, Luciani provides you with the insight into the financial marketplace to:
• locate a professional you can trust
• avoid pitfalls
• recognize misleading sales practices
• create value by growing and protecting wealth

Product Details

ISBN-13: 9781599327273
Publisher: Advantage Media Group
Publication date: 07/07/2016
Pages: 134
Product dimensions: 5.90(w) x 8.90(h) x 0.60(d)

About the Author

George N. Luciani, CFP® is a fee-only investment advisor with thirty years’ experience. As a Certified Financial Planner™, George consults with high-net-worth clients and directs their financial needs with their attorneys and accountants. Also a tactical portfolio manager,
George personally manages risk as market conditions change and acts according to the belief that reducing downside risk in market declines is mathematically more important than gain in market rallies.

Table of Contents

Foreword xiii

Preface: Keep the Cherries, Throw Away the Pits xv

Introduction: So Much More than Money 1

Chapter 1 Entering New Territory 15

Chapter 2 Creating the Life You Want 25

Chapter 3 Behind Door Number One… 37

Chapter 4 The Pilot beside Me 53

Chapter 5 Identifying the Risks 61

Chapter 6 Tax Intelligence 71

Chapter 7 Affording Long-Term Care 81

Chapter 8 Keeping the Cash Flowing 87

Chapter 9 Preserving Your Estate 105

Conclusion: The Best Is Yet to Be 115

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