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Wealth pp 113-120 | Cite as

Selecting a Financial Planner

  • Richard P. RojeckEmail author
Chapter

Abstract

In the last eight chapters we have covered topics ranging from the efficient frontier to charitable lead trusts and from private placement life insurance to wait and see buy-sell agreements. Each of these concepts, along with the others discussed, is, most likely, familiar to an individual currently on your advisory team: your CPA, attorney, stockbroker or others. Yet, how often were you left less than confident that the concepts presented had been adequately vetted by your advisors as to their applicability to you? Have they been appropriately integrated into a comprehensive plan that continues to evolve with your situation and needs?

Copyright information

© The Author(s) 2019

Authors and Affiliations

  1. 1.La JollaUSA

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