After accumulating 40+ years of experience in finance, Stewart Flaherty has compiled that knowledge into a simple guide to help shed light on some of the unintended consequences of poor planning. It’s also show cases the importance of finding an professional advisor, one who will work with you on creating a plan around your lifestyle and life goals.
“Lifetime Lessons demonstrates why the approach of providing a holistic team of competent professionals who manage clients as their trusted friends is essential to fully satisfy each client’s needs. This book is a must give to your adult children. It fills in the blanks not taught in school which are necessary to make sound financial decisions.”
Bruce Bailey, Partner
Metz, Bailey & McLoughlin