The Book for Agents and Planners who want to serve their clients.
Step-by-step solutions to your planning challenges.
The 2010 Edition of Field Guide to Financial Planning is the sales-strategy tool that no financial planner should go without.
Field Guide offers step-by-step solutions to nearly hundreds of planning needs needs and challenges.
Field Guide to Financial Planning is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in financial and wealth management planning. Plus, Field Guide to Financial Planning is completely cross-referenced to Tax Facts on Investments, so you will always know the all of the relevant tax implications of your recommendations.
Discover targeted planning opportunities and illustrated strategies for:
- Portfolio Management
- Investment Analysis
- Alternative Minimum Tax
- Mutual Funds
- Futures
- Real Estate
- And much more!
Field Guide to Financial Planning offers detailed information on literally hundreds of investment, wealth management and financial planning concepts that today's financial professional will encounter. Each technique described covers the following:
- Detailed explanation of what the concept is
- Charts, tables, and graphs illustrating how the concept works
- Client question prompts to gather information required for analysis and proposal
- Cross references to specific related questions in Tax Facts on Insurance & Employee Benefits
- Footnotes providing further details and where to find more in-depth information on the topic
Authored by Donald F. Cady, J.D., LL.M., CLU, Field Guide to Financial Planning reflects his expertise and ease in communicating planning concepts and techniques to financial professionals of all levels.
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