Real Life Financial Planning: An Easy-to-Understand System to Organize Your Financial Plan and Prioritize Financial Decisions

 
9781484191408: Real Life Financial Planning: An Easy-to-Understand System to Organize Your Financial Plan and Prioritize Financial Decisions

There is an abundance of information on financial planning – tips on general investment strategies, methods for portfolio diversification – but these don't always incorporate sound, experience–related, applicable advice.Todd has found the wisdom in all the information. In Real Life Financial Planning, CFP Todd Bramson strives to impart the knowledge he has gained from 26 years working directly with individuals, customizing their financial plans and addressing their specific questions.

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About the Author:

Certified Financial Planner™ practitioner Todd D. Bramson has been working in the field of financial planning for over twenty-six years, and has been recognized as one of the 150 best financial advisors for doctors nationwide by Medical Economics magazine. He is one of only a few financial advisors who have been listed each of the last seven times Medical Economics has provided this survey. Additionally, Todd is an Editorial Consultant with the magazine. An exceptional teacher, as well as a motivating author and speaker, he has been quoted in numerous financial publications, and has spent several years as the financial expert on the local NBC live 5:00 p.m. news broadcast. In June of 2004, he spoke at the prestigious Million Dollar Round Table, a worldwide organization of the top five percent of all financial services professionals. He is also the author and creator of the Real Life Financial Planning book series. Mr. Bramson’s belief, “If the trust is there, the miles don’t matter,” has earned him devoted clients not only in his hometown of Madison, Wisconsin, but in most states throughout the country. Along with all the designations expected of a trusted financial professional, he is committed to keeping abreast of all the developments in his field, and to playing an active role in his community. He conducts regular seminars and is active in his community, including the Breakfast Optimist Club, The Evans Scholars Alumni Foundation, Blackhawk Country Club, and a director with Western Golf Association. Todd is also the founder and president of Bramson and Associates LLC. Information on his company, philosophy, and services can be found at www.toddbramson.com. You will quickly see that Todd is dedicated to providing valuable wisdom through his books, web site, presentations, and newsletters.

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