The Believers Guide to Building Wealth: Wealth, Debt Free Living and Estate Planning
About The Believers' Guide to Building Wealth
I began the Certified Financial Planner coursework at North Carolina State University, and some of the information used was derived from my classwork in preparation for the CFP exam at NC State University. My study and the attempt to excel in the profession of a financial planner contributed more than any other reference source. My tenure as a representative with Triad Executive Planners set the groundwork for my experience in this business. The work we did to help people understand the importance of life insurance, retirement planning, and life's overall direction is beyond reward. It is a fulfillment that goes deep into the essence of living life itself. I’ve met many people over the years, some of whom have become my clients and business associates. A well-worthwhile experience and journey that has shaped my perspective in many ways in life. It has found a lodging place deep in my heart, and even now, I counsel folk on making good choices about financial matters. Get the facts! I am proud to produce this on behalf of all the representatives who have given their all to help families without regard to personal gain or priority. I applaud you and your company! We have a lot of work remaining, while families are still underinsured but struggle to pay for adequate coverage due to the type of coverage and the representative’s inability to provide better options. In Forbes Magazine, March 2015, a graph was featured showing the percentage of wealthy individuals (9%), upper middle class, lower middle class, middle class, and poor. What a travesty. It seems that poverty is both planned and a choice. Planned by the wealthy by not sharing the wealth-building information with those who, if given the same opportunity on a level playing field, would also prosper. It is my sincere hope that this work will at least initiate a dialogue among those who aspire to a different financial lifestyle. There is still hope and a chance. Effect a Change!