Conserving Client Portfolios During Retirement A must read for anyone thinking about, approaching or in Retirement: This is an easy review to write so I'll make it short and sweet. This book is probably worth more to me that every other book I have ever read on retirement planning (and I have read [... more]
$65.00 Amazon.com
Oversold and Underserved: A Financial Planner's ... Good perspective for New Planners/Advisors: This book is a good primer for new financial planners and advisors, not so much for established advisors and planners. It provides the new or less experienced advisors/planners with the concept of comprehensive [... more]
$35.00 Amazon.com
Lighting the Torch: The Kinder Method(TM) of Life Planning Marrying Meaning With Money Through the EVOKE(c) Process: This book describes the E.V.O.K.E.(c) process, which is a truly remarkable method for working with financial planning clients that want a deeper relationship with their planner, and a plan for [... more]
$30.00 Amazon.com
The Encyclopedia of Financial Planning Good recap of financial topics: If you want a quick read on topics pertaining to financial planning, this book is a good desk reference. It doesn't go into detail but hits the main points on topics from investing to estate planning. It is not technical [... more]
$29.95 Amazon.com
Creating An Investment Policy Statement Creating an Investment Policy Statement Review: The book was in great shape and I received it ahead of schedule... great service... Author: Norman M. Boone Author: Linda S. Lubitz Binding: Paperback Dewey Decimal Number: 332 EAN: 9780975344804 ISBN: 0975 [... more]
$75.00 Amazon.com
