Financial Principles Simplified: A Comprehensive 7-Step Retirement Planning System

You are going to meet your new friends, Lisa and Mark Dolan. They are worried about the prospect of retirement coming in nine years. Fear vanishes when a mystical CFP®, Ace Sorts, visits Mark in his dreams to teach and inspire him with common-sense planning instructions.The dreams simplify complex teachings. Lisa and Mark are energized with a newfound confidence. They are no longer intimidated. Then something marvelous happens. They meet Chico Jetton, a real-life CFP®, who teaches them his L.I.F.E. Formula - Live. Imagine. Focus. Enjoy.® A comprehensive 7-STEP retirement planning system.

John F. Cicotte, CFP(R), EA formed his own independent financial planning practice in 1985. He wanted to learn a comprehensive and skilled procedure of advising clients who needed to plan for retirement, therefore he worked toward and received his designation as a CERTIFIED FINANCIAL PLANNER(TM) professional in 1987. He knew that tax implications were inherent in financial recommendations, consequently two years later he obtained his designation from the U.S. Treasury Department as an Enrolled Agent. John has a small retirement/financial planning practice in Roseville, California.