Product Description: A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy...read more

Product Description: Getting started, maintaining momentum, maximizing investment returns and minimizing the tax bite is a daunting task. Novice or seasoned Certified Financial Planner John Sestina provides the information to move investors to the next level...read more

Provides an overview of financial planning, discusses the advantages and disadvantages of fee-only services, and explains how to begin a financial services business, find clients, and establish a successful system