More Than L.I.P. Service: A Lifetime Investing Plan

This title draws on the author's personal experience as a certified financial planner and his investment strategies to ensure readers will be able to make the correct investment decisions over their working lifetime to enjoy a comfortable retirement - at any age! Readers will learn to: determine where they stand financially; prepare personal financial and cash flow statement; set retirement goals (or other long-term financial goals); establish an investment program for a lifetime that they will control; create a method to annually monitor their success with the plan; develop a withdrawal plan after retirement.