There's More to Financial Planning Than Financial Planning - Softcover

Zeek, Brian; Brooks, Dee Dee

Softcover

ISBN 10: 1683506014 ISBN 13: 9781683506010

Publisher: Morgan James Publishing, 2018

Synopsis

There’s More to Financial Planning than Financial Planning doesn’t simply cover the obvious topics in personal finance. Brian Zeek and Dee Dee Brooks present a comprehensive picture of financial planning that includes everything from car insurance to the ins and outs of a home mortgage to health insurance and the lesser-known benefits of life insurance―and shows how so many people leave tens of thousands of dollars on the table by not tending to these crucial issues. With an intuitive, one-topic-at-a-time layout, There’s More to Financial Planning than Financial Planning makes a resounding case for a smarter, and genuinely comprehensive approach, to building a watertight financial plan.

About this title

About the Authors

In their first publication together, Brian Zeek and Dee Dee Brooks bring together years of planning experience, and many examples of proven wealth accumulation strategies, safe, reliable steps they take to meet their clients’ need to get them up the hill “accumulation” and, equally important, get them safely down the hill (efficiently distribute the dollars they have accumulated along the way). Lifelong students, Brian just completed his RICP (Retirement Income) designation, while Dee Dee squeezes in time to complete her CFP designation. She currently holds various certificationsincluding REBC (Employee Benefits) and RHU (Registered Health Underwriter).

Brian has just completed the RICP designation (for Retirement Income) adding to other credentials earned along the way.

In their first publication together, Brian Zeek and Dee Dee Brooks bring together years of planning experience, and many examples of proven wealth accumulation strategies, safe, reliable steps they take to meet their clients’ need to get them up the hill “accumulation” and, equally important, get them safely down the hill (efficiently distribute the dollars they have accumulated along the way). Lifelong students, Brian just completed his RICP (Retirement Income) designation, while Dee Dee squeezes in time to complete her CFP designation. She currently holds various certificationsincluding REBC (Employee Benefits) and RHU (Registered Health Underwriter).

Edition details

• Publisher: Morgan James Publishing
• Publication date: 2018
• Language: English
• ISBN 10: 1683506014
• ISBN 13: 9781683506010
• Binding: Paperback
• Number of pages: 146