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- Author: Michelle Bertram
- Publisher: Expert Press
- Year: 2016
- ISBN-10: 1946203017
- ISBN-13: 9781946203014
- Format: 14 x 21.6 x 0.9 cm, minkšti viršeliai
- Language: English
- SAVE -10% with code: EXTRA
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Description
Will Your Retirement Be a DREAM?
You've heard the horror stories of financial advisors with sales quotas cramming retirees' money into inappropriate products and services without regard to their client's retirement goals and feelings about risk. Maybe you've encountered the well-meaning advisor who says "You're fine, you'll be fine," when asked "Will I be able to retire?" but who can't even tell you the level of risk in your portfolio. This is not the way Bev Bertram and Michelle Bertram operate. Using their unique DREAM Retirement Process, Bev and Michelle will
- Help you really identify what retirement means to you, understanding that if you don't know where you're going, there's no way to guarantee you'll get there.
- Overhaul your wealth engine against leakage due to taxes, risk, hidden costs and knowledge gaps.
- Put together a solid plan of action that best serves your unique goals and dreams, including securing the legacy and values you want to leave behind.
- Stay with you over the long haul to evaluate and modify the plan where necessary to ensure the retirement income you need.
EXTRA 10 % discount with code: EXTRA
The promotion ends in 21d.20:01:07
The discount code is valid when purchasing from 10 €. Discounts do not stack.
- Author: Michelle Bertram
- Publisher: Expert Press
- Year: 2016
- ISBN-10: 1946203017
- ISBN-13: 9781946203014
- Format: 14 x 21.6 x 0.9 cm, minkšti viršeliai
- Language: English English
Will Your Retirement Be a DREAM?
You've heard the horror stories of financial advisors with sales quotas cramming retirees' money into inappropriate products and services without regard to their client's retirement goals and feelings about risk. Maybe you've encountered the well-meaning advisor who says "You're fine, you'll be fine," when asked "Will I be able to retire?" but who can't even tell you the level of risk in your portfolio. This is not the way Bev Bertram and Michelle Bertram operate. Using their unique DREAM Retirement Process, Bev and Michelle will
- Help you really identify what retirement means to you, understanding that if you don't know where you're going, there's no way to guarantee you'll get there.
- Overhaul your wealth engine against leakage due to taxes, risk, hidden costs and knowledge gaps.
- Put together a solid plan of action that best serves your unique goals and dreams, including securing the legacy and values you want to leave behind.
- Stay with you over the long haul to evaluate and modify the plan where necessary to ensure the retirement income you need.
Reviews