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Financial Planning > Behavioral Finance

NU Publishes Middle-Market Planning Guide

By Staff Writer

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NU Online News Service, Dec. 9, 1:07 p.m. – The National Underwriter Company, Erlanger, Ky., has published “Garrett’s Guide to Financial Planning: How To Capture the Middle Market and Increase Your Profits,” a book that tells readers how to set up fee-based planning practices that reach clients with annual incomes between $15,000 and $100,000.

The author is Sheryl Garrett, the founder and president of Garrett Financial Planning Inc., Shawnee, Kan., a fee-based planning practice. Garrett now sells her business model to other financial planners and planning firms.

The book includes a CD-ROM with the questionnaires, worksheets, letters and “one sheets” Garrett uses to advise clients.

More information about the book is available on the Web at http://www.nationalunderwriter.com/nucatalog/product.asp?sku=595&dept_id=1003&lk_id=&mscssid=

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