Financial Planning for the 99%: Financial Planning for Those Who Need it Most – KINDLE


Wilbert Guilford, Jr., CFP, CPA

Format: Kindle
Published Date:  March 21, 2024
Pages:  236
ISBN: 979-8-89091-492-7

SKU: 979-8-89091-492-7 Category: Tags: ,

The financial services industry makes it difficult for the average American to get good and dependable financial advice. The fact that we are asked to put our money at risk to get financial advice may be the reason 99% of Americans do not use a financial advisor. The practices of the financial services industry may be adequate for wealthy individuals, just not everyone else!
This book provides comprehensive education on personal finance, including strategies for investing, income taxes, retirement planning, life insurance, financing education, improving credit scores, reducing debt, home and car buying, student loan repayments, business development, digital (crypto) currency, and more.
The book covers Medicare Advantage and Medicare Supplement plans, Social Security, annuities, reverse mortgages, long term care, estate planning, and more.
Written by a seasoned financial professional, this work is meant to be a one-stop guide to help Americans reach success in areas that most affect their finances.

Wilbert Guilford, Jr., CFP, CPA

Wilbert Guilford, Jr., is a Certified Public Accountant, Certified Financial Planner™ and licensed insurance agent with more than forty years of experience in accounting, taxes, and financial planning.

He holds an MS in accounting from the University of Hartford and a BA from Loyola University. He retired from the Air Force Reserves as a facilitator and leadership and management instructor.

Wilbert resides in Phoenix, Arizona and travels worldwide providing financial counseling to the military.


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