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You MUST read this book

if you are seeking the services of a financial professional, or if you are unsure about your current financial advisor.

  • Could you possibly outlive your income?
  • Will your spouse be able to handle the finances if something happens to you?
  • Could a long-term illness devastate your financial "plan"?
  • Are you using every tax benefit the IRS allows to save income and estate taxes?
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Welcome

In October of 2007, the first of the 78 million baby boomers filed to receive Social Security benefits. With the nearly 20 trillion dollars that will trade hands in the years to come, it is prime- time for incompetent, unscrupulous financial salesmen to work their way into your good graces. The field of financial planning is filled with many competent and honest advisors . Unfortunately, there are many financial advisors that when you look beyond their impressive–sounding titles, you discover what they are: commission-hungry salesmen.

Robin Davis' 24 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional allows her to provide you with practical financial advice on a variety of different topics. She focuses on retirement planning, financial planning, and choosing a financial advisor. It is important for advisors and their clients to share fiscal responsibility when it comes to making investment choices. The financial advisor needs to be held accountable for consumer issues and Davis feels passionately that each individual consumer or investor should realize their role in safe-guarding their own investments. The first step is to gain the knowledge you need to be work alongside your financial advisor. Together, you can develop and implement a financial plan that can potenetially help serve your unique financial situation.

Choosing the right financial advisor is imperative to the financial planning process and there are various risks and rewards when using an advisor. Robin's book, " Who's Sitting on Your Nest Egg ? Why You Need a financial Advisor and Ten Easy Tests for Finding the Best One" is a common- sense guide to show you how to find the right financial advisor for you.

Navigating the winding road toward retirement is not an easy task to go at alone. Financial planning is a complex process made up of many different components such as, retirement planning, tax planning, estate planning. While personal finance areas such as family budgets can be handled by the average American, aspects such as asset allocation and wealth management should be left to a financial professional. The more financial knowledge you have, the less likely you will choose an incompetent financial advisor. Do not be quick to hand over your hard- earned retirement dollars. Take your time and remember that there is help available.

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