"Beyond the Basics" by Sammy Azzouz JD, CFP®

If you already know the financial planning basics but are uncertain of what comes next to increase your wealth, this book is for you!




Sammy Azzouz, JD,CFP®

Most personal finance books fall into one of two categories. Some cover the basics: the smart use of credit cards, debt management, buying a home, how mortgages work and starting to save early. Some deal with managing your own money by trying to turn you into an investment genius, leaving you under the impression that just by following a few simple formulas or spending a few hours a week, you will beat the pros in an extremely competitive arena. Too few books present a comprehensive approach that takes you beyond the basics and focuses on the key decisions that will increase your wealth.
Heritage Financial Service President Sammy Azzouz wrote this book to help bridge that gap – to provide an individual capital allocation framework for successful people who are looking for what to do next.   
The book is available from your Heritage Wealth Manager, or is available for purchase from the linked image above.