Do you want to be the Boss of your financial life, and enjoy the one life you have to the fullest extent possible?
When it comes to your financial well-being, you can either be your own financial adviser or hire an adviser to work on your behalf. Either way, you’ve got to make sure your back is covered—which is exactly what this book will help you do.
In his engaging, tell-it-like-it-is style, long-time financial advocate, Walter F. Burns, draws on more than forty years in the financial services industry and valuable lessons learned during his childhood and early career as a Naval Aviator, to guide readers through the financial maze that confounds so many individual investors.
This isn’t an investment strategies book. Instead, it’s a personal empowerment guide that arms readers with the knowledge and tools they need to grow, preserve and maximize their wealth, and helps them understand what they should expect and demand from their financial advisers. It takes a holistic approach to an investor’s financial needs—from addressing the emotional behaviors that lead to costly mistakes, to providing the true wealth management services to achieve financial success with peace of mind. It also teaches readers how to spot and avoid
scams such as the Bernie Madoff Ponzi scheme and other “too good to be true” financial ploys.
Burns, who is determined to help individual investors take control of their financial destiny, has one overriding message for readers: You are the Boss – and don’t you ever forget it!