What Great Investors Know

About the Book

Becoming A Great Investor: Five Simple Steps to Your Financial Independence is an invaluable resource for helping investors understand and make better investment decisions.

Author Jeff Helms brings over twenty years of experience in helping investors achieve financial independence and success. In clear and easy to understand language, Helms points out the keys to making sound investment decisions, planning for the future, and achieving financial goals and dreams. Becoming A Great Investor covers a diverse field of topics such as:

The Keys To Making Confident, Goals-based Investment Decisions

The Six Immutable Laws of the Markets

The Three Undeniable Goals of All Great Investors

How To Build A Personal Financial Roadmap

Finding A Trusted Financial Advisor

In addition, the author includes helpful worksheets and templates for assisting investors in assessing investment risk, developing a Financial Roadmap, and clarifying what is important to them financially.

About the Author

Jeff Helms is the Managing Partner of First Coast Financial Advisors, LLC, a financial advisory firm in St. Augustine, Florida. Prior to founding First Coast, he was the President and CEO of the Advisors Group, an investment firm managing more than $1 billion in client assets. He is a Chartered Financial Analyst and a twenty-year veteran of the financial services industry.

Jeff Helms is a Registered Representative operating under the name First Coast Financial Advisors, LLC. Securities and Advisory Services are offered through Geneos Wealth Management Inc. Member NASD/SIPC.