In this book by Santa Clarita Valley resident and business owner, Jerry R. Citarella,
you’ll discover priceless information as you take one of the most important journeys
you will ever take in your life — the one toward your financial security. This path is
unfortunately littered with barriers, pitfalls and many other dangers. Knowing how to
navigate through or avoid them completely is vital to your success! This book will
outline what to look for and what to be concerned about. You’ll receive specific,
straightforward, step-by-step guidance to help you understand and accept the need
for planning and embrace the value of quality advice. You will learn the best way to
move forward, regardless of where you are in your life.
The book reveals:
• How to Avoid Horrible Experiences as a Result of bad Decisions, bad Situations or Bad Advisors
• Warnings to Help Protect Yourself Against Unethical or Dangerous Advisors
• Important Ideas Many Advisors Won’t Share With You
• Tips and Strategies to Identify and Select a Qualified Advisor
About the Author
With over 20 years of experience in the financial services industry as a
representative trainer and presenter, Jerry R. Citarella, RFC, continuously strives
to further his quest to help people achieve financial success and protect what is
important to them. Jerry works with clients to help them achieve their financial
goals, while providing the education necessary to build comfortable, successful,
long-term relationships. He provides retirement, estate and individual needs
planning, as well as business owner services and executive benefits.
Jerry has been presenting educational seminars in the financial services industry
since 1992 and has trained groups of people in business since 1990. In 1996, after
speaking
to a group of his peers, he was thanked for his very direct and “truthful”
presentation. He has always strived to be direct and honest in every situation in
business. This coupled with his frustration with his industry, inspired Jerry to write
The Truth Helps series. He is committed to help consumers navigate their way
through the financial planning process. He truly believes that people too often avoid
the “truth” in search of an answer or option that is easier or quicker. If presented
appropriately with care and support, followed by effective solutions, the truth
doesn’t have to hurt and truly can help.