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The Tools & Techniques of Financial Planning

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Title: The Tools & Techniques of Financial Planning
by Stephan R. Leimberg, Martin J. Satinsky, Robert T. Leclair, Robert J., Jr. Doyle
ISBN: 0-87218-615-6
Publisher: Natl Underwriter Co
Pub. Date: 01 August, 2002
Format: Paperback
List Price(USD): $64.95
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Average Customer Rating: 2.5 (2 reviews)

Customer Reviews

Rating: 4
Summary: A Useful Encylopedia
Comment: I went to a financial professional who was going to charge me $2000 for advice. I saw this title on their office shelf, and I bought the book instead. I saved tons of money and I taught myself what they know. This is not a gimmick book, like how to get rich quick or make millions in real estate. It's more like a financial encylopedia. This book is great for the working person who needs to know how to plan, or just wants to speak the same language as the financial profesisonals. Thanks to this book, I didn't pay a big commission.

Rating: 1
Summary: Don't waste your money.
Comment: Lesson One in Financial Planning: Don't waste money. If you know absolutely nothing about investing and planning, then this book is for you.

Alternative title: "Financial Planning For High School Freshman"

Case-in-point, the reader must slog through 290 pages to get to chapter 16 titled, "Risk & Reward". And then, (drum roll, please!) we get this gem, "Sound investment management principals dictate that the investor should almost never invest in just one asset class to the exclusion of all others". WOW, that's worth every penny of my ($). THANKS!

Bottom line, if you're in the financial services business and you need this book...it's time to rethink that career choice.

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