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Book details
  • Genre:BUSINESS & ECONOMICS
  • SubGenre:Finance / General
  • Language:English
  • Pages:18
  • eBook ISBN:9781483519555

Avoid The Noise

Five Key Concepts For Financial Success

by Ryan O'Donnell and Mike O'Donnell

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Overview

Our focus in this resource guide will be on the first element of wealth management—investment consulting. But bear in mind that managing your investments is just one part of a comprehensive approach to your financial life. At the end of this guide, we’ll describe what you should expect from a true wealth manager so that you can make an informed decision when choosing which financial professional to work with.

Description

Our focus in this resource guide will be on the first element of wealth management—investment consulting. But bear in mind that managing your investments is just one part of a comprehensive approach to your financial life. At the end of this guide, we’ll describe what you should expect from a true wealth manager so that you can make an informed decision when choosing which financial professional to work with.

About the author

Wealth Manager and founding partner of The O'Donnell Group, A Wealth Planning Firm.