The Truth Helps - Financial Planning - Your Guide To A Successful Experience

by Jerry Citarella

Overview

The Truth Helps- Your Guide to a Successful Financial Planning Experience -offers priceless information as you take one of the most important journeys you will ever take in your life- the one toward your financial security. This path is unfortunately littered with barriers, pitfalls, and many other dangers. Knowing how to navigate through them or avoid them completely is vital to your success!

This book will outline what to look for and what to be concerned about. You will receive specific, straightforward, step-by-step guidance to help you understand and accept the need for planning and embrace the value of quality advice. You will learn the best way to move forward, regardless of where you are in your life.
It's no secret that the world of financial advice has had its share of problems, validating your concerns. But there is good news: there are highly qualified, honest people who are willing and able to assist and guide you. Learn how to successfully identify, interview, select and build a solid and effective relationship with the right person to help you get where you need to be.

This book isn't merely filled with fancy words and generic strategies that leave you no better off than you were before reading it. The mission is to provide you with the tools and knowledge critical to making informed decisions and teach you how to have the most successful planning experience possible.

Product Details

BN ID:	2940044204997
Publisher:	Jerry Citarella
Publication date:	12/19/2012
Sold by:	Smashwords
Format:	eBook
File size:	768 KB

About the Author

With over 20 years of experience in the financial services industry as a representative, trainer and presenter, Jerry R. Citarella, RFC, continuously strives to further his quest to help people achieve financial success and protect what is important to them. Jerry works with clients to help them achieve their financial goals, while providing the education necessary to build comfortable, successful, long-term relationships. He provides retirement, estate and individual needs planning, as well as business owner services and executive benefits.
Jerry has been presenting educational seminars in the financial services industry since 1992 and has trained groups of people in business since 1990. In 1996, after speaking to a group of his peers, he was thanked for his very direct and "truthful" presentation. He has always strived to be direct and honest in every situation in business. This coupled with his frustration with his industry, inspired Jerry to write The Truth Helps series. He is committed to help consumers navigate their way through the financial planning process. He truly believes that people too often avoid the "truth" in search of an answer or option that is easier or quicker. If presented appropriately with care and support, followed by effective solutions, the truth doesn't have to hurt and truly can help.