Five Steps to Finding a Financial Advisor You Can Trust: What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement - Hardcover

Über die Autorin bzw. den Autor

RANDY L. THURMAN, CFP®, CPA/PFS™, is CEO of Retirement Investment Advisors, Inc., a billion-dollar advisory firm. Since 1986, he has specialized in researching and applying investment strategies to help retirees achieve comfortable lifetime income. Randy is author of the bestselling The All Weather Retirement Portfolio. He has taught college level investing, personal finance, and economics and is a sought-after speaker at conferences and workshops. His media appearances include Fox News network’s Fox on Money and other broadcast outlets. Randy and his firm have been recognized among America’s top financial advisors by more than forty national publications, including Worth, Bloomberg Wealth Manager, Financial Times, Financial Advisor Magazine, and Medical Economics.

Von der hinteren Coverseite

What’s the most important thing you can do to make sure you enjoy a worry-free retirement?
Hire an expert to manage your money for you.
But not just any expert.

A young journalist asked, “What percentage of financial advisors would you recommend to your mom?”

It was a simple question, but it made retirement investment advisor Randy L. Thurman CFP®, CPA/PFS, uncomfortable.

“Two percent,” he answered.

That’s right. Just one advisor out of fifty was good enough to trust with his mom’s money―or yours. That’s what inspired Randy to draw on decades of experience to reveal everything you need to know to find an advisor you can trust.

In Five Steps to Finding a Financial Advisor You Can Trust, you’ll discover:

• The three essential qualities you need in a financial advisor
• What a good financial advisor can and should do for you
• The key questions you should ask an advisor before you hire her―including three questions that will eliminate 90% of all candidates
• The difference between investing after retirement and investing to accumulate wealth
• Why it’s critical to find an advisor who understands the unique concerns of a retiree
• How you can tell if an advisor will make your best interest his top priority (Find out by asking just one question!)

You deserve to live your golden years with passion and purpose, free from worries about money. This book is packed with insider secrets that will let you hire an advisor to make your retirement a dream come true. It just might be the most important investment you’ll ever make.