“The truth is, with financial-planning industry standards so vaguely understood, many people just don’t know what they’re signing up for… and with whom.”
George N. Luciani, CFP®
Keep the Cherries Throw Away the Pits
How to Choose Wisely
A financial advisor is someone that you trust with your wealth and your well-being. In many ways, you are entrusting this person with your life. When you think of it in those terms, picking your advisor should seem like serious business. A financial advisor with over thirty years of experience, George N. Luciani, CFP® knows what makes a qualified and trustworthy advisor.
Early in his financial career, George abandoned the commission-based model of advising, recognizing that tactics used to promote sales don’t always have the client’s best interest in mind. George wrote Keep the Cherries Throw Away the Pits to help individuals select an advisor that will benefit them financially, finding solutions that are appropriate for their situation with no conflict of interest.
Planning for your financial future is an ongoing process. As life goes on, the plan changes, and you need a trusted advisor there to guide you through each new chapter. George N. Luciani, CFP® knows that finding a fiduciary to work with you for life isn’t a small task. His book sheds light on how to locate an ethical advisor, the risks of commission driven professionals, and common pitfalls to avoid. Order your copy today, and start the process of selecting your perfect advisor.
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