Get What You Want : Your Simple Financial Plan in 5 Steps
Get What You Want in 5 Steps I've been rich and I've been poor, rich is better. Sophie Tucker This book is about getting what you want-at least financially. The 21st century has brought us a new way to become financially independent. The digital age has changed the way we buy everything-financial products and services too. You no longer need to overpay an agent, broker, advisor or banker to get the best financials. Cost matters! Buy whatever you need without going into debt. Create a Wealth ReserveTM of $1 million from $9 a day. Use the best legal tax shelter: no taxes . . . ever. Protect your family and assets with your Wealth ReserveTM. Borrow from your own 'bank' to pay for large purchases. Buy financial services at a discount and save $3,000 a year. Manage your investments in 15 minutes per quarter. Practice the FIVE steps of financial freedom. I have managed sales programs in banks, an insurer and securities firm for over 25 years. The most successful independent people live by a Simple Financial Plan. It consists of five steps. You don't have to be wealthy or a genius to become financially independent. The FIVE steps provide the foundation of financial freedom. Financial freedom allows you to live the way you want to without having to worry about money. You are confident in your financial decisions. You reach your financial goals. You use the Buffett strategy to create a Wealth ReserveTM of assets to insure your lifestyle.
- Paperback | 174 pages
- 152.4 x 228.6 x 9.91mm | 317.51g
- 02 Jul 2015
- United States
- black & white illustrations
About Dan Keppel Mba
Dan Keppel has been helping people find financial services that fit their lifestyles since working in a securities firm, an insurer, two banks and his own advisory firm. His book, The Insiders' Guides to Buying Discount Financial Services: Buy Direct and Save $3,000 Every Year, shows you how, what and where to buy financial products like industry insiders do-directly from the highest rated companies. He edits TheInsidersGuides.com and is an adjunct at a local college. He lives in Montclair, NJ with his wife, daughter and two cats, Anu and Katze.