Who's Sitting on Your Nest Egg? : Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One

by Davis, Robin S.

• ISBN13: 9781933538808
• ISBN10: 1933538805
• Format: Hardcover
• Copyright: 2007-07-01
• Publisher: Bridgeway Books

Summary

--Are you using every tax benefit the IRS allows?--Will your estate go to your heirs the way you planned?--Are your assets titled properly?--Could a long-term illness devastate your financial "plan"?--Could you possibly outlive your income?If you can't confidently answer the above questions, you may need the help of a professional. Using the wrong financial advisor could cost you thousands in needless taxes, fees, or lost earnings. While you may not be thinking about all the issues that could put cracks in your nest egg, a good financial advisor can help you identify and solve potential problems. Choosing one can be a daunting task, but don't let that hold you back! This book will give you the knowledge you need to be able to confidently identify a planner who may help pave the way toward the long-range financial independence that's so important to you and your family.Robin S. Davis is a Certified Financial Planner (CFP), a member of the Financial Planning Association, and has been advising retirees since 1984. She has held over 500 public seminars on financial issues in several states around the country. As the owner and principal of Davis Wealth Enhancement Group, Inc., in Stuart, Florida, Davis continues to help her clients achieve their financial goals. She lives with her husband and two children in Stuart.

Author Biography

Robin S. Davis is a Certified Financial Planner (CFP), a member of the Financial Planning Association, and has been advising retirees since 1984. She has held over 500 public seminars on financial issues in several states around the country. As the owner and principal of Davis Wealth Enhancement Group, Inc., in Stuart, Florida, Davis continues to help her clients achieve their financial goals. She lives with her husband and two children in Stuart.