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The Acorn and the Oak: Choosing the Right Financial Advisor For You

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by Phil Wood
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The Acorn and the Oak: Choosing the Right Financial Advisor For You by Phil Wood

How do you begin to choose a financial advisor when, on first glance, they all look the same? "Gut feeling" can only get you so far, and when your family's future is at stake, there has got to be more to go on than whether or not your current or prospective advisor seems like a nice guy. Now, there is. The Acorn and the Oak is the story of two families with very different financial situations who learn that there are concrete, measurable differences between financial advisors. They discover the right questions to ask to help them make an informed decision that may ultimately save them time and money and help set them on a track to building wealth and financial security. Follow their story and find out how, with the help of the right financial advisor, it may be possible for you to grow from an acorn into an oak.

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Ebook Details
Pages: 118
Size: 2.0 MB
Publisher: Phillip S. Wood
Date published:   2014
ISBN: 9780692287217 (DRM-EPUB)

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Nonfiction > Business & Economics > Finance > Wealth Management

This author has products in the following categories:

Nonfiction > Business & Economics > Finance > Wealth Management
Nonfiction > Architecture > Planning
Nonfiction > Political Science > Public Policy > Regional Planning

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