Finding a Real Cowboy

About the Book

In the Wild West atmosphere of financial services, it can seem impossible to separate the good guys from the bad. Not many laws protect average citizens, and the rules that do exist are not always followed or enforced. Still, some classic cowboys who work hard and refuse to quit until the job is done remain. It is possible to work with financial planners who can help you achieve goals that will make life better for you and your family. First, it is important to understand some ground rules. Setting measurable goals, re-evaluating your plan on a regular basis and taking charge of your life are prerequisites to beginning your search for the right financial planner. You’ll also need to ask key questions to weed out the salespeople from the true advisers who can help you achieve measurable objectives. In Finding a Real Cowboy, you’ll be equipped with everything you need to plot a path to protect your money from Wall Street and keep it growing and working for you.

About the Author

James Pasztor, a certified financial planner, is an associate professor of financial planning and investments with the College for Financial Planning, and a fee-only financial adviser. He lives in Aurora, Colorado, with his family and three rescue dogs—Zoe, Jake, and Ace.