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Financial Professional Releases Comprehensive Guide to Preserving and Helping Protect Wealth

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BOCA RATON, Fla., Dec. 22, 2021 /PRNewswire/ — Craig Kirsner, MBA, president of Stuart Estate Planning Wealth Advisors has released his latest book, “RETIRE STRONG: Preserve and Help Protect Your Wealth and Leave a Legacy.” Kirsner leaned on his more than 27 years of experience guiding his clients to give readers a clear idea of how to help achieve their retirement goals and leave a financial legacy.

Kirsner leads readers through retirement and estate planning strategies using real-world examples. Topics include: Why Use a Financial Professional and Seven Golden Rules for Investing and Advanced Estate Planning.

“For me, helping protect clients’ wealth is my top priority,” Kirsner said. “Our team creates plans that help our clients to take less risk while building their wealth.”

The book also includes an introduction by Kirsner’s father, Stuart Estate Planning Founder Stuart Kirsner.

“Craig will help you identify common but potentially costly retirement planning mistakes,” Stuart Kirsner said. “Every day, people just like you, people who have worked hard and saved carefully for retirement, make unwise decisions that could ultimately crack their retirement nest egg. This is all avoidable with sensible planning.”

For more information, contact Nelson Arrieta at assist@stuartplanning.com or 1-800-807-5558.

About Stuart Estate Planning:
Stuart Estate Planning Wealth Advisors helps their clients with estate planning, wealth management and insurance strategies in South Florida. The family-owned business takes estate planning one step further by partnering with attorneys who create dynasty estate plans, which are designed to be bloodline protected to keep clients’ money with their families long after they’re gone. Learn more at https://StuartPlanning.com/.

Investing involves risk, including the potential loss of principal. Any references to protection benefits and lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. Stuart Estate Planning Wealth Advisors is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Stuart Estate Planning Wealth Advisors are not affiliated companies. 01145819 12/21

Media Contact: Nelson Arrieta and Chabelie Marte
Phone Number: 1-800-807-5558
Email: assist@stuartplanning.com
StuartPlanning.com

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SOURCE Stuart Estate Planning Wealth Advisors