Financial Spectrum

About the Book

This book was written for practicing financial planners, aspiring financial planners and those searching for a comprehensive financial planning model.

Excluding the first chapter, the book is designed as a reference book. There are numerous products, services and ideas organized in an efficient sequence that mirrors a model described in chapter one. There are lists of useful website’s, rules of thumb, worksheets, and examples to expedite the financial planning process. The book also describes techniques for operating a financial planning practice. Sample contracts, internal work programs, client questionnaire, and a filing system are included.

What you will not find are verbose descriptions of how someone should feel about money, I just assume we all want more and we want to keep it secure.

About the Author

Wayne R. Gifford is a practicing Certified Public Accountant (CPA) and Registered Investment Advisor (RIA). Mr. Gifford holds licenses as a CPA, RIA, and Real Estate Sales Person. His practice of twenty-one years concentrates on tax, financial, and small business consulting. His firm provides tax and financial planning services to executives of America’s largest corporations and to young families just starting to build their net worth. He is frequently a sought-after expert for lectures on starting a business. Mr. Gifford holds a BS/BA from Bloomsburg University