WINNING The Financial Planning Game: Understanding the Essentials of Personal Finance
WINNING The Financial Planning Game: Understanding the Essentials of Personal Finance

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Does your financial plan provide the best opportunity to achieve your goals?Trying to find essential concise, and clear information?Want to enjoy the process?WINNING the Financial Planning Game explains how to transform personal finance into a fun and exciting problem-solving challenge. Ethan focuses on core fundamentals that will clarify the execution of effective strategies. Become inspired to examine your financial plan and fulfill your life aspirations.ABOUT THE AUTHOR:Ethan Schmidt assists individuals in designing a winning financial game plan to achieve personal goals. He is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor®. Beginning his career at Merrill, A Bank of America Company, he provided personalized unbiased advice to individuals and families to improve their financial situation. Ethan was recognized as a top advisor. He then joined his father’s boutique insurance and estate planning business in Chicago to further pursue his entrepreneurial ambitions. He subsequently created an investment division called Catalyst Wealth Management. As President and Partner, he takes pride in building long-lasting relationships and has a unique ability to design customized portfolios. Ethan focuses on concepts that will guide and reveal how to WIN the financial planning game.TESTIMONIALS:I’ve been inspired to review my financial situation. The changes I’ve made will build and protect my wealth more effectively! Dan SchweigelCEOSchweigel Capital LLCThis book is straightforward, concise, and educational. It taught me how to construct a sound financial foundation. I’m on the path to winning! Leor ElfassyBusiness OwnerSound SpecialistsI’ve learned a tremendous amount about finance. It doesn’t matter if you are 21, 40, or 65; anyone will benefit from reading it.Aaron BuchananManaging PartnerBraddock Investment Group

  • Released: February 24, 2020
  • Author: Ethan Schmidt
  • Rating: 5
  • Publisher: Ebook Digital Agent
  • Total Page: 250 pages
  • File Size: 20000 KB

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