Finding Your Center

This title is printed to order. This book may have been self-published. If so, we cannot guarantee the quality of the content. In the main most books will have gone through the editing process however some may not. We therefore suggest that you be aware of this before ordering this book. If in doubt check either the author or publisher’s details as we are unable to accept any returns unless they are faulty. Please contact us if you have any questions.

As we celebrate our 40th year in business, "Finding Your Center" is the culmination of decades we've spent working with people like you, a guide to the financial planning process that will pinpoint the strategies designed to make your life better, now and for decades to come. It was collectively written by our lead advisors and includes the knowledge and? experience of our team. It covers the major areas of financial planning, including goals-based planning, building personal financial statements, retirement planning (including key strategies for Social Security and Medicare), investment management, tax planning, charitable giving, education planning, insurance and risk management, longevity planning, and estate planning. Key concepts and strategies are illustrated through fictional stories that help engage the reader. It's no coincidence that the term "financial planning" is in the name of our company. We openly tell you what we do, and this book gives you a good idea of how we do it.