Building Your Wealth Bridge: A Guidebook for Investors & Financial Advisors - Tapa blanda

Sinopsis

Most financial literacy books focus on a single topic (e.g. budgeting/saving) with just enough information to get you started. The purpose of Building Your Wealth Bridge is to help you take that next step as an investor. It aims to cover a wider range of important financial topics while providing you with more in-depth information on the techniques, technology, and professionals you can leverage to tackle these topics on your own. Because this is a complex and lifelong voyage, this book also highlights the value an effective financial advisor can provide to investors and what you should expect from an effective advisor during your Wealth Bridge journey.

This book is intended for U.S.-based investors that already have a basic understanding of their finances. It is perfect for investors that have a good handle on their debt (e.g. credit card, student loan, etc.) and month-to-month budget but are looking to take their financial planning skillset to the next level.

George McCabe is a financial advisor and CPA that resides in the city of Chicago, Illinois. He is also the President of McCabe & Associates, Inc., a wealth management firm that has been helping investors pursue financial security since 1980. As this is his first book, he'd like to credit his mentors, colleagues, and clients for inspiring the material for this book.

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