“Retirement Success: Hiring Your Functional Retirement Advisor” is my new book that shows you how to recognize a trustworthy, empathetic person who puts emphasis on plans, not financial products…in other words, a fully Functional Retirement Advisor (FRA).
Transcript of Video
Hi, I’m Joseph Falbo, president of Falbo Wealth Management and I’m inviting you to check out my new book, Retirement Success: Hiring Your Functional Retirement Advisor.
Retirement is one of the most important life milestones and what can make or break this time is who you trust to protect your hard earned nest egg. However, not everyone in the financial services industry has your best interest at heart. How are you to know if you are dealing with a dysfunctional retirement advisor or even worse, a wolf in sheep’s clothing? In my book, Retirement Success, I strive to show you how to recognize a trustworthy, empathetic person who puts emphasis on plans, not financial products. In other words, a fully functional retirement advisor.
Retirement Success seeks to identify the key characteristics every financial advisor must have in order to be considered a functional retirement advisor, which will immediately lessen the burden of your advisor search. Learn how to spot problematic personality traits before they become an issue. Uncover the one investing discipline every legitimate FRA practices. Master the technique you can use to define your retirement vision and how to calculate your number. Find out the one question that you should be asking your financial advisor that we cannot believe no one ever asks. Discover how the FRA saves you from the mainstream financial news tsunami.
Retirement Success: Hiring Your Functional Retirement Advisor provides the ultimate guide for those entering 21st century retirement. Order a free e-book copy here
Additionally, you can order the paperback version from Amazon here