Twin Tier Financial

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How To Make The Financial Planning Industry Work For You

I've been gone for quite some time. I've had the entire site redesigned. During that time, I've also been working feverishly on a new report. it's available now if you want it. Just sign up to my mailing list through the sign up form in the sidebar or go to the homepage ( The report explains the how the financial planning profession works, how financial advisers get paid, what they get paid to do, how they are incentivized, as well as how to choose the right adviser for your specific situation.

Why should you care about all that stuff? Well, if you earn your paycheck, and you plan on saving any amount of money over your lifetime, you're going to need to know a few things. You'll need to know how to save money, how to invest it, and how to create a budget that works. Regardless of whether you work with a bank, an insurance company, or a brokerage, you're going to work with people holding themselves out at financial professionals. You ought to know how the profession works and how to make it work for you.

This new report is something I've put off for a while because I wasn't sure how I would put the information together. It's been mercilessly edited and updated with information that you simply will not find anywhere else on the Internet. Sure, you could go buy several hundred dollars worth of financial planning books and sift through the information, decode the technical industry jargon, and then evaluate the information. But, I've already done that for you and I'm offering it for free. Go grab a copy. OK, I'm done pitching.

This entry was posted on December 6th, 2010 by David C Lewis, RFC. Edits may have been made to keep this entry current. · No Comments · Asset Preservation, Budgeting & Money Management, College & Career Planning, Current Events, Insurance & Savings, Investing, Retirement Planning, Wealth Creation

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