5 Mistakes Your Financial Advisor Is Making and the Questions They Dread Having You Ask

An overwhelming number of retirees
experience huge disappointments and, more importantly, they usually realize it when it’s all but too late to do anything about it. This book dispels five personal finance myths and gives you specific questions to take to YOUR financial advisor so that you can be sure you are receiving the best suggestions, solutions, and service.

Available formats: epub mobi pdf rtf lrf pdb txt html

First 10% Sample: epub mobi (Kindle) lrf more Online Reader
Words: 19,590
Language: English
ISBN: 9781452486246
About Samuel N Asare

Samuel N. Asare is the Principal and Lead Wealth Advisor at Laser Wealth Management, LC, a full-service independent registered investment advisory firm. He has authored many books and other publications covering a wide range of personal finance topics and is regularly featured in several media outlets across the nation. Perhaps his most notable attribute is his strong commitment to integrity and transparency by personally ensuring that every client receives reliable, unbiased guidance to help them make the best possible choices to produce optimal results.

Samuel holds an MBA from Texas A&M International University as well as the coveted advanced designation of Chartered Financial Consultant (ChFC). He is also a Chartered Retirement Planning Counselor (CRPC), Chartered Mutual Fund Counselor (CMFC), Chartered Advisor for Senior Living (CASL), Chartered Life Underwriter (CLU), Certified Treasury Professional (CTP), and Certified Business Manager (CBM).


This book has not yet been reviewed.

Print Edition

Report this book