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The Financial Planning Puzzle
The Financial Planning Puzzle
The Financial Planning Puzzle
Ebook305 pages3 hours

The Financial Planning Puzzle

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About this ebook

Do you feel overwhelmed by managing your money? Start making smart decisions with a personal financial plan.

Are you struggling to plan for your financial goals? Do you feel frustrated and confused every time you think about your investments or retirement savings? While personal finances can be a challenge to learn, you can make smart, sound financial decisions with the right guidance. Personal finance expert Jason Silverberg is here to help.

After guiding hundreds of his own clients toward their financial goals, Silverberg has condensed the best of his advice into his new book, The Financial Planning Puzzle. Whether you’re a newlywed or a pre-retiree, a new parent or a divorcee, this book has advice you need to help you find the solution to your financial success.

In The Financial Planning Puzzle, you’ll discover ways to: 
 

  • Make financial decisions that help you achieve your goals
  • Avoid the myths and misconceptions about money to make better choices
  • Become an educated consumer and learn the basics of every part of your finances
  • Find the right financial planner to help you stay on track for the long haul
  • Achieve your version of the American Dream, and much, much more!

This book also comes with fantastic bonuses, including a mini-course on the five critical steps to creating financial freedom.

It’s time to stop wasting time and money figuring out your financial life alone. If you’re ready for a practical, simple, and enlightening personal finance book, then you’ll love The Financial Planning Puzzle.

Buy the book to start getting your finances in order today!

1561171 DOFU 11/16            

LanguageEnglish
Release dateMar 14, 2017
ISBN9780998077512
The Financial Planning Puzzle
Author

Jason Silverberg

Jason Silverberg is widely recognized as one of the foremost experts on financial planning. His practice aims at helping individuals, families, and small business owners to create new financial visions, opportunities, and futures, while overcoming obstacles that may hinder success. Jason takes a values-based approach, which allows him to connect with his clients on a deeper level than most other advisors, diving into the "why" behind the numbers. He focuses on helping clients achieve and protect their goals through methodical investment strategies, calculated risk management, and insurance solutions. Continuing education is key to Jason’s thirst for knowledge. He is a CFP® (Certified Financial Planner™) and has received his CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) designations from The American College. Jason appeared on ABC's The Savvy Investor Show and is a regular financial speaker at the United States Patent & Trademark Office. Additionally, he was a financial correspondent for Take Pride Community Magazine. Jason lives in Gaithersburg, MD with his wife, Lindsay, and children, Joshua and Rebecca. He enjoys running outside and in competitive races. He completed the Frederick Marathon in 2010 and participates annually in the Kentlands/Lakelands 5K.

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    The Financial Planning Puzzle - Jason Silverberg

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