Our Book

Let’s face it—financial planning is confusing and overwhelming for most people. There’s more information than you can possibly sort through, and too many voices telling you what to do with it.

Feeling lost? You’re not the only one—but you don’t have to navigate the wilds of financial planning alone.

The right financial advisor is the best ally you can have as you build wealth and secure your future. But how do you know who to choose?

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 why 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.

For more information or to purchase the book, please visit one of the following websites

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