A book by Thomas Goodson
Life is a series of twists and turns. Some of those life transitions are minor, while others are life-altering. They all cause some degree of disruption to our routines, as well as stress. They also affect our finances.
For this reason, a “set it and forget it” approach to financial planning isn’t sufficient to guide you toward, into, and through retirement effectively. This is why Tom Goodson, the author of this book, founded The AmeriFlex Group®. One of the most valuable roles of a Transitional Wealth Planner is to explore various “What if?” scenarios with you, using the latest technology, to assess how your outcome might differ based on different approaches to a particular financial decision. Here’s just a small sample of the valuable guidance you’ll get from this book:
• How to interview Transitional Wealth Planners and select one who will be a good fit for you and your situation—plus an interview checklist
• An insider’s perspective about how financial advisors charge for their services
• An overview of the five-step Transitional Wealth Planning process
• 10 financial planning tips