Personal Financial Planning: Guide to Setting Goals, Protecting Assets, Investing and Gaining Security for a Good Life
Make a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin, a CPA, CMA, CFM (Certified Financial Manager) and ChFC (Chartered Financial Consultant) who has worked in every facet of accounting including professor, shares the most valuable knowledge (through experience) in a concise and thorough 6 page laminated guide designed to offer life changing guidance for a ridiculously low price. He feels as we do at BarCharts Publishing that everyone should have the tools to succeed.
6-page laminated guide covers:
  • Objectives
  • Process of Personal Financial Planning
  • Saving & Investing
  • Investment Funds (Stock & Bond Funds)
  • Managing Investment Risk
  • Working with Advisors
  • Retirement Planning
  • Insurance
  • Income Tax Return Preparation & Planning
  • Estate Planning
  • Personal Financial Recordkeeping
  • Debt Consolidation
  • Review Your Plan & Progress Toward Goals
  • Maintain a Solid Credit Rating
  • Home Mortgage Process
     
1127626698
Personal Financial Planning: Guide to Setting Goals, Protecting Assets, Investing and Gaining Security for a Good Life
Make a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin, a CPA, CMA, CFM (Certified Financial Manager) and ChFC (Chartered Financial Consultant) who has worked in every facet of accounting including professor, shares the most valuable knowledge (through experience) in a concise and thorough 6 page laminated guide designed to offer life changing guidance for a ridiculously low price. He feels as we do at BarCharts Publishing that everyone should have the tools to succeed.
6-page laminated guide covers:
  • Objectives
  • Process of Personal Financial Planning
  • Saving & Investing
  • Investment Funds (Stock & Bond Funds)
  • Managing Investment Risk
  • Working with Advisors
  • Retirement Planning
  • Insurance
  • Income Tax Return Preparation & Planning
  • Estate Planning
  • Personal Financial Recordkeeping
  • Debt Consolidation
  • Review Your Plan & Progress Toward Goals
  • Maintain a Solid Credit Rating
  • Home Mortgage Process
     
6.95 In Stock
Personal Financial Planning: Guide to Setting Goals, Protecting Assets, Investing and Gaining Security for a Good Life

Personal Financial Planning: Guide to Setting Goals, Protecting Assets, Investing and Gaining Security for a Good Life

by Michael P Griffin
Personal Financial Planning: Guide to Setting Goals, Protecting Assets, Investing and Gaining Security for a Good Life

Personal Financial Planning: Guide to Setting Goals, Protecting Assets, Investing and Gaining Security for a Good Life

by Michael P Griffin

Overview

Make a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin, a CPA, CMA, CFM (Certified Financial Manager) and ChFC (Chartered Financial Consultant) who has worked in every facet of accounting including professor, shares the most valuable knowledge (through experience) in a concise and thorough 6 page laminated guide designed to offer life changing guidance for a ridiculously low price. He feels as we do at BarCharts Publishing that everyone should have the tools to succeed.
6-page laminated guide covers:
  • Objectives
  • Process of Personal Financial Planning
  • Saving & Investing
  • Investment Funds (Stock & Bond Funds)
  • Managing Investment Risk
  • Working with Advisors
  • Retirement Planning
  • Insurance
  • Income Tax Return Preparation & Planning
  • Estate Planning
  • Personal Financial Recordkeeping
  • Debt Consolidation
  • Review Your Plan & Progress Toward Goals
  • Maintain a Solid Credit Rating
  • Home Mortgage Process
     

Product Details

ISBN-13: 9781423236566
Publisher: BarCharts, Inc.
Publication date: 11/01/2017
Edition description: First Edition, New Edition
Pages: 6
Product dimensions: 8.50(w) x 11.00(h) x 0.06(d)
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