Annie Book, CLTC®, ChFC®, RICP®
Financial Advisor
Annie Book, CLTC®, ChFC®, RICP®
Financial Advisor
About
Annie is a teacher at heart. Her passion is to empower people by equipping them with the knowledge to make well-informed decisions, take control of their lives, and enjoy the journey along the way. She believes that we all have the choice to live life by our own design and not by default of others. The values she lives by are simply stated: health, wealth, love, and happiness. She is honored to be a wife, mother, sister, and friend to those she loves dearly.
Annie has devoted almost two decades to empowering and guiding women who are making decisions with a sum of money as a result of divorce, inheritance, aging parents, job change, and/or retirement. She specializes in generational wealth management and focuses on the necessary steps for families to actively pursue financial independence.
Annie is a contributing author to the books Real Life Financial Planning for Women and Physicians’ Guide to Financial Independence. She is a qualified member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. She has been a featured speaker at over fifty events nationally. She has dedicated her personal time to continuing her professional development by obtaining her Chartered Financial Consultant (ChFC) designation, Certification of Long Term Care Planning (CLTC®) designation, and is a graduate of Money Quotient’s Financial Life Planning.
Annie has a personal passion to educate all generations on financial prosperity in addition to nourishing children around the world.
Financial process
Annie devotes the time to understand her clients’ most important concerns, dreams, goals, and life values. Through a proactive and educational process, she positively impacts the lives of many and empowers them to make informed decisions involving their financial future.
The following is Annie’s process to help families live the life they desire:
Understanding
“First seek to understand before being understood.” – Stephan Covey
Annie’s first priority is to understand her clients’ unique situation. What they have been through, where they currently are, and who they desire to be.
Education
“An investment in Knowledge always pays the best interest.” – Benjamin Franklin
Annie’s passion is to equip individuals with the financial knowledge so they have the confidence to stay the course during times of prosperity and times of challenge. We create educational meetings that fit each individual’s financial situation.
Strategize
“Most people don’t plan to fail: they fail to plan.” – John L. Beckley
We work together to create a specialized strategy so that you can enjoy life today and in the future. This will be your own financial road map to help accomplish your goals.
Implement
“Action is the foundational key to all success.” – Pablo Picasso
Together, we will work through an “action list” of the steps that will move your financial strategy from ideas to fruition.
Progress
“Planning is an ongoing series of decisions you make for a lifetime.” – Annie R. Book
We cannot control what happens to us, but we can control how we react to it, how we prepare for it, and what we learn from it! We track your progress from year to year, celebrating along the way and changing course when necessary.
Would I be a good fit as a client?
If the answer is “YES” to any of the following questions then connect with Annie for your complimentary, no-obligation visit to determine if and how she can best be of service (include link to email or call).
Do you want more time to do the things you love to do?
Are you ready to have money work for you?
Do you desire financial confidence in knowing your financial home is in order?
Do you feel overwhelmed with all the financial advice and information out there?
Would you like a clear strategy to help accomplish your most important life goals?
Are you open to learning about important financial topics that are critical to your life?
Have you experienced a transition in your life that you want to properly prepare for?
Do you value professional guidance?
Services
- Asset protection basics*
- Cash flow coaching
- Basic benefits review*
- Debt management
- Tax minimization strategies*
- Insurance strategies
- Retirement strategies
- Estate planning*
- College funding options
- Exit strategies*
North Star resource team
Chase Brakke, DIA, DIF, CEPA®
Senior Vice President
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA®, CFP®
Senior Vice President and Chief Investment Officer
Carrie Hancock, ChFC®, CLU®, JD
Vice President, Financial Planning Resource Center
Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic #0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0E69063.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.