The Secrets of Successful Financial Planning Inside Tips from an Expert By Dan Gallagher
There are six interrelated segments to a complete financial plan: Cash & Budget Planning, Insurance & Risk Management, Tax Management, Retirement Planning, Investment Planning, and Estate Planning. What aspects of the financial plan require sophisticated planning by a professional, and what can the savvy, well-educated consumer handle themselves? The Secrets of Successful Financial Planning empowers readers to take charge of their financial present and future, regardless of where they are financially, by presenting technical jargon in a way that’s easy to understand. Here is sage advice and insider information known to the very few. For example, consumers buy more long-term care insurance then they need because their advisors are forbidden to show them alternative or supplemental strategies. They buy one large life policy when best-practice analysis usually would find need for two smaller, distinctive types. They get recommendations for annuity, insurance, and investment replacement, but how can they be certain the answers they get are unbiased? Author Dan Gallagher provides advice and counsel that will help readers set the stage for financial security for themselves and their families. He shares what you can do yourself and when you need a pro’s help.
TitleThe Secrets of Successful Financial Planning
SubtitleInside Tips from an Expert
AuthorBy Dan Gallagher
PublisherSkyhorse Publishing
ImprintSkyhorse Publishing
Published27 March 2018
Dimensions6.00 x 9.00in.
IllustrationsCharts, tables, worksheets.

About the author

Dan Gallagher, MBA, CFP, has been a financial planner for over thirty years, and has provided retirement building seminars and written extensively on the topic for the trade and the general public. He lives in Charlotte, NC.

ISBNs: 9781510725317 978-1-5107-2531-7 Title: the secrets of successful financial planning category:BUS ISBNs: 9781510725300 978-1-5107-2530-0 Title: the secrets of successful financial planning category:BUS 
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