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The Secrets of Successful Financial Planning

Inside Tips from an Expert

Published by Skyhorse
Distributed by Simon & Schuster

About The Book

Take charge of your finances with little-known advice from a financial expert.

There are six interrelated segments to a complete financial plan: Cash & Budget Planning, Insurance & Risk Management, Tax Management, Retirement Planning, Investment Planning, and Estate Planning. What aspects of the financial plan require sophisticated planning by a professional, and what can savvy, well-educated consumers handle themselves? The Secrets of Successful Financial Planning empowers readers to take charge of their financial present and future, regardless of where they are financially, by presenting technical jargon in a way that’s easy to understand. Here is sage advice and insider information known to the very few:

  • Written for DIYers and those needing to select or understand advisors
  • Useful for new savers up to mid-retirees
  • 30 dramatic true stores of client triumphs and tragedies—no dull case studies
  • Unbiased perspective is neither insurance nor investment skewed, and provides industry secrets
  • Access via author website to customizable spreadsheets and more
Here is sage advice and insider information known to the very few. For example, consumers buy more long-term care insurance than they need because their advisors are forbidden to show them alternative or supplemental strategies. They buy one large life policy when best-practice analysis usually would find need for two smaller, distinctive types. They get recommendations for annuity, insurance, and investment replacement, but how can they be certain the answers they get are unbiased? Author Dan Gallagher provides advice and counsel that will help readers set the stage for financial security for themselves and their families. He shares what you can do yourself and when you need a pro’s help.

About The Author

Product Details

Raves and Reviews

“From Monte Carlo analysis and portfolio theory to tax strategies and economics, Gallagher puts it all in everyday language for practical use. Secrets of Successful Financial Planning can help almost anyone bring efficiency to their financial planning, a huge benefit to readers. SSFP is strongly recommended.” —Arthur B. Laffer, PhD, father of supply-side economics, economic advisor to two presidents

“Clear and actionable explanations, dramatic human-interest accounts, balanced and rare financial insight . . . Secrets of Successful Financial Planning is an enlightening and powerful help to those of any age, even if they think their finances and strategies are optimized . . . a must-read!” —Harry S. Dent Jr., author of Zero Hour

“Dan Gallagher offers a pleasurable read as well as a broad perspective on financial planning that is often kept close to the vest by others. Secrets of Successful Financial Planning is a ‘must read’ and a useful tool that facilitates understanding this opaque area.” —Robert V. Cornish Jr., FINRA Arbitrator and EB-5 Securities Roundtable member

“Dan Gallagher’s Secrets of Successful Financial Planning provides an amazing amount of practical wisdom and realistic planning tips. Follow his smart advice and your road to financial security will be clear.” – Stephan R. Leimberg, publisher of Leimberg Information Services, Inc., author of the Tools and Techniques series

"[SSFP] is in-depth, everything a DIYer needs to know to get their financial lives into shape! . . . A big takeaway for me was his advice on choosing the right planner. . . . I strongly recommend reading." —Tyler Hastings, personal finance blogger, Great ExperiCents

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