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8 Questions to Ask When Choosing a Financial Planner
And Avoid the Pitfalls that Put Your Life Savings at Risk.
Download the WorthPointe white paper

Download The Informed Investor – 5 Key Concepts for Financial Success
Many people today are facing difficult choices in achieving their financial goals and are ask- ing serious questions, as they should. Our goal with The Informed Investor is to help you see through the noise of the marketplace in order to systematically make smart decisions about your money.

Because educated investors are the most successful investors, we have created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to not only support you in your efforts to preserve what you already have, but to also efficiently capture the market’s returns for your investments.

In addition, because we recognize that reaching your financial goals requires more than just good investment management, we have also described an approach—comprehensive wealth management—that systematically addresses your entire range of financial issues.
We believe in empowering people to make the best decisions for themselves or, if they wish, to astutely choose a financial advisor who can implement sound wealth management principles. And we believe in sharing our own financial knowledge with everyone who wants to make wise decisions about his or her money.

WorthPointe Wealth Management is pleased to present The Informed Investor to our clients and prospective clients. We sincerely hope that it will provide you with a framework for an intelligent approach to making financial decisions that will help you to achieve all your most important dreams.

– WorthPointe Wealth Management