YOUR money is YOUR million. It’s your ticket to living life as you choose—now and in the future. Given that your money may need to last 20, 30, or potentially even more years into retirement, you have to protect it. If you have money, big or small, you are the target of a swindler.
“Risk-Solution without quantification is a sales pitch”
– Ward Garner
Whether you have one dollar or one hundred million dollars, THAT is your million and you need to protect it. New scams are coming out every day. More and more scams are happening to loved ones, colleagues, neighbors or even to yourself. Read “HOW TO PROTECT MY MILLION” and add a kevlar layer to the protection of your assets!
About the Book
An indepth look into personal finance and planning from the perspective of a seasoned Financial Advisor who has seen it all when it comes to scams in the financial planning world. You will learn ways to identify and protect yourself from a variety of swindlers, including unnecessary taxes, young and adult kids, unqualified advisors, and even your own ego.
What Is a Fiduciary?
A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests. Find out WHY that is so very important.
