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The Secrets of Successful Financial Planning: Inside Tips from an Expert
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Building or Rebuilding Financial Security

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message 1: by Dan (last edited Jan 30, 2019 05:51PM) (new) - rated it 5 stars

Dan Gallagher (dan_gallagher) | 10 comments Mod
Although I promo my own book by mentioning it here, SSFP is helpful to many. This is genuinely helpful because there is no client acquisition agenda (author recently retired & no longer licensed). This book does enable one to DIY or to ask the right questions of financial planners. It can help build or rebuild one's finances. Have a peek and enjoy: 20% of the text is devoted to thirty dramatic nonfiction accounts of client "tragedies and triumphs". It also provides more extensive budget and crisis budget materials (within and via website noted in book) than any financial planning book that the editor or I could find during research. Same for estate planning. It's not about wealth maximization, but about proper goal attainment. Let it help your family or recovery.


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