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No One Loves Your Money Like You Do: The Ultimate Retirement Planning Guide for Business Owners and Private Practitioners by James Jackson

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12

Finding the Right Financial Adviser and Investment Manager

Everyone reading this book is capable of fully outlining his or her goals, dreams, and wishes for retirement. That is why I wrote this book—as a guide to creating and implementing your own personal plan. By the same token, I realize that your career and financial success may take a lot of your time, and you may not have the space on your calendar that you can dedicate to the full management of your retirement plan. If so, then as you start to build your plan for managing and investing your retirement savings, you need to consider whether you want to hire professionals to help you with some (or most) of the job.

You may have attempted the hands-on approach and found you just weren’t ...

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