Who's Sitting on Your Nest Egg?: Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One [Hardcover]

Robin S. Davis (Author)

Book Description

Publication Date: July 2007

What happens when you can't manage your finances alone anymore? The worst time to search for a financial advisor is when you have to, so it's important to build a trusting relationship with a certified professional today. Robin Davis' Ten Tests will help you avoid the products salesmen and choose a competent advisor who you can trust.

Editorial Reviews

About the Author

Robin Davis is a CERTIFIED FINANCIAL PLANNER® leveraging 24 years of experience in the business. She is the owner and top advisor of Davis Wealth Enhancement Group in Stuart, FL. She has been advising retirees and those nearing retirement since 1984, helping her clients work toward their financial goals. A member of the Financial Planning Association®, Davis had held hundreds of public seminars around the country. Davis is a contributing author for Affluent Magazine and has been a guest on numerous radio shows including Oprah & Friends.

Product Details

• Hardcover: 141 pages
• Publisher: Bridgeway Books (July 2007)
• Language: English
• ISBN-10: 1933538805
• ISBN-13: 978-1933538808
• Product Dimensions: 8.7 x 6 x 0.6 inches
• Shipping Weight: 11.2 ounces (View shipping rates and policies)
• Average Customer Review: 5.0 out of 5 stars  See all reviews (1 customer review)
• Amazon Best Sellers Rank: #2,110,919 in Books (See Top 100 in Books)

More About the Author

Robin Davis is a CERTIFIED FINANCIAL PLANNER Professional' leveraging 24 years of experience in the business. She is the owner and top advisor of Davis Wealth Enhancement Group in Stuart, FL.

A member of the Financial Planning Association', Davis had held hundreds of public seminars around the country.

Robin is the author of an award winning book titled, 'Who's Sitting on Your Nest Egg? Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One', which is recognized by the Financial Planning Association'. The book reveals the importance of working with a competent, ethical advisor and offers readers 10 easy tests for finding a suitable financial planner. She hopes to aid investors in discerning between the 'salesmen' in the financial industry- those who have dollar signs in their eyes instead of your best interest in mind-and quality financial planners.

Davis is a contributing author for Affluent Magazine and has been a guest on numerous radio shows including Oprah & Friends.

Customer Reviews

Most Helpful Customer Reviews

5.0 out of 5 stars An absolute "must" to apply when one's life savings are on the line!, November 4, 2007

By 

Midwest Book Review (Oregon, WI USA) - See all my reviews

This review is from: Who's Sitting on Your Nest Egg?: Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One (Hardcover)

Certified financial planner Robin S. Davis presents Who's Sitting on Your Nest Egg? Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One, a no-nonsense guide that lives up to its title and then some. Written for readers of all backgrounds, Who's Sitting on Your Nest Egg? discusses the important role financial advisors fill in helping ordinary Americans, how to find the right health care source for one's needs, the problems affecting social security, pensions, and probate, how to avoid tax traps, and more. Of especial value is the simple ten-part test to determining a quality financial advisor - an absolute "must" to apply when one's life savings are on the line! Highly recommended.