[Download] ~ Successful Financial Planners # by Allen Duck ~ Book PDF Kindle ePub Free
eBook details
- Title: Successful Financial Planners
- Author : Allen Duck
- Release Date : January 01, 2011
- Genre: Finance,Books,Business & Personal Finance,
- Pages : * pages
- Size : 728 KB
Description
The old adage goes “If you fail to plan, your plan will fail!” Its obvious but more often than we think we rely on hope and good fortune to get us to our goals, cry foul and seem surprised when bad luck befalls us. Today the need to consider our futures and plan for our retirement is no longer an option, its essential. Add to this the desires we all have for our kids college education, a second home or just less of a mortgage and relying on nothing but fate is simply stupid. Have you read a Social Security statement? You should, it clearly states that the challenge facing social security is immense, after 2041 the legally approved payout will be reduced by approx 27%. Put a $1.00 in and get 73 cents back at retirement – that is not a plan any one should be relying on. In the meantime the pressures are well reported and clearly a problem, taking responsibility for your own affairs is now more relevant than it ever has been and working with a planner just makes sense.
Financial Planners are a distinct group of professionals, they are often skilled in many disciplines, few of which we can truly be expected to understand. In the same way a DIY carpenter knows about wood, he is not a cabinet maker, a DIY investor is not a planner [certainly in most cases.] The intricacies and interrelated nature of tax law, investment vehicles, economics and global politics, client situation and time of life all play a part in how ones future could and should be shaped. A financial planner provides the insights required to create the map that confirms where one is in the now, where they desire to be and how long they wish to take in completing the journey. The investing of current assets and future assets from a taxable and tax deferred standpoint, availability of money for emergencies and managing returns against risk tolerance of the individual, all can be accommodated and dealt with, once you have the plan and are committed to it. The professionals who have contributed to this work have varied backgrounds, work in varied types of financial firms and operate different company models. Each has created a career and a company from a founding belief that they can help others meet their goals and protect their assets. Not all of these individuals would be suitable planners for all clients, some have asset minimums, some cater to particular sections of society. The message for clients looking for a relationship with a planner is “Interview more than one firm.” If you are considering a career as a planner, and the reasons to do so are many, do not be dissuaded by short periods of extreme hardship and seemingly insurmountable odds. Read on and learn from the Masters and Mentors – they serve each role in equal measure to their clients as they do their community.
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