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  • Format: ePub

Do you think you may need a financial plan? Are you not sure where to begin? Financial Plans: Just the Basics is a quick look at what the basic key components of a financial plan are. Starting with a budget and progressing through the balance sheet, to insurance, asset allocation, and estate planning. The highlights are covered in this eBooklet and will give the reader a sense of where they may need to begin in their own financial planning process. Financial Plans: Just the Basics is a good introduction in how one can go about preparing and hiring a financial planner to develop a comprehensive…mehr

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Produktbeschreibung
Do you think you may need a financial plan? Are you not sure where to begin? Financial Plans: Just the Basics is a quick look at what the basic key components of a financial plan are. Starting with a budget and progressing through the balance sheet, to insurance, asset allocation, and estate planning. The highlights are covered in this eBooklet and will give the reader a sense of where they may need to begin in their own financial planning process. Financial Plans: Just the Basics is a good introduction in how one can go about preparing and hiring a financial planner to develop a comprehensive plan for you and your family. Buy Financial Plans: Just the Basics today!


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Autorenporträt
Kirk G. Meyer's educational and work background is fairly diverse. Currently, Kirk is working on his Doctorate in Business Administration from William Howard Taft University. Kirk has completed an MS in Financial Planning from Bentley University in suburban Boston, Massachusetts and is now an investment advisor in the State of Tennessee in addition to working for the government in the area of contracts. Kirk also holds a BS in Business Administration from Haskell Indian Nations University in Lawrence, Kansas and an MBA and MS in Accounting from Strayer University in Washington, DC. Prior to Kirk's current position Kirk was a bank examiner for a federal regulatory agency. In addition to Kirk's education and work experience, he is also a registered independent life insurance agent in his home State of Tennessee, able to advise on various life insurance and annuity products to individuals and families in need of these types of services. Kirk's educational background and love of helping others make him an asset to those looking for assistance and guidance in financial and personal financial matters. Kirk resides in Nashville, Tennessee with his lovely wife.