Simple....Not Easy: A Practical Guide to Financial Health and Prosperity (ePub)
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Are our personal finances out of our control? Jim Kilgore Certified Financial Planning Professional(TM) does not think so. In fact, he believes it is all up to us how healthy our household finances are and he is going to show you how. No outside forces control how you behave with your money, it is your choices good or bad that bring that to life. Career choice, budgeting, lifestyle decisions, debt level, consistent saving, and investing are the things that add up to financial health and prosperity and he is going to give you the knowledge and resources to assist you in your personal financial journey.
Jim's focus is on the comprehensive financial management process to build the accumulated wealth of clients while considering all aspects of insurance, investing, taxes, estate planning, portfolio management, Social Security, and retirement income. He currently holds series 7, and 66 securities licenses as well as the Certified Financial Planning Professional designation. He is an active member of the Financial Planning Association of Southwest Ohio, as well as the National Association of Active Investment Managers. Additionally, Jim holds his life, accident & health as well as his property & casualty insurance licenses.
Jim is active in several non-profits and volunteers in many community projects and activities. He serves on the Board of Directors for Warren County Veteran Services and is active in combating veteran suicide. When Jim is not working, he enjoys flyfishing, hunting, gardening, and reading. Jim and his wife Laura and six children live in Springboro, Ohio.
- Autor: Jim Kilgore Cfp®
- 2020, Englisch
- Verlag: Jim Kilgore
- ISBN-10: 1393885942
- ISBN-13: 9781393885948
- Erscheinungsdatum: 01.12.2020
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- Dateiformat: ePub
- Grösse: 0.22 MB
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