How Do I know You Won’t Steal My Money?

You might ask yourself: Why should I buy and read this book?

Your time is valuable, and you have many things to do.

Here are three reasons to consider:
1. The book will answer many of your financial questions.
2. You want help and advice. How do you find it?
3. You want to understand some of the basics about financial products and services.

In summary, this book is written for the many people that want to make smart financial decisions. They may not have the time needed or the resources necessary to make the best decisions for their financial future. This book will help!

I have been asked how I came up with the title of the book. Many years ago, a doctor client brought a new prospect to my office. He was a very successful, recently retired businessman. In the process of the interview, he asked me “How do I know you won’t steal my money?”

No one had ever asked me that before, but my answer was “You don’t know, and if you don’t know, what other questions should you ask?” We then made a really interesting list, and he became a wonderful client.