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Creating Your Roadmap

We believe our clients don’t come to us to buy a financial plan or products, but to gain our assistance in crafting a roadmap for how they’re going to retire, transfer their business, or effectively protect and plan their estate. Our investment planning and advisory services are designed with the objective of maximizing your retirement income, protect you from downside risks, and to protect you from things that can erode your wealth. We do this through creative, conservative planning, utilizing investments, annuities and insurance products.

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Our Team

The concept of Strategic Wealth Advisor Network/SWAN LLC is really a very exciting one. If you have any questions, we have a great team of people ready and able to answer all of your questions. We are excited about what we can deliver for you and we look forward to working with you.

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Products & Services

Our goal is to help you maximize your retirement income. We do this through creative, conservative planning, utilizing investments, annuities and insurance products. We also seek to help you protect yourself from downside risks that can erode your wealth such as market volatility, longevity of life, long term care, taxes, lawsuits, inflation, interest rate hikes, disability and death.

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No Obligation Consultation

For a no obligation consultation about developing your personalized roadmap, please call or email me.

631-262-9254

Recent Blog Articles

  • Serving Our Most Vulnerable Populations with Cheryl Canzanella

    Serving Our Most Vulnerable Populations with Cheryl Canzanella

      In this episode of It’s Personal… Not Just Business, Michael Fliegelman speaks with Cheryl Canzanella, CLU, ChSNC, LUTCF of Movement Mortgage. At Movement, Cheryl works with people to reach their retirement goals through the use of reverse mortgage loans as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks. Cheryl […]
  • Changing the Way Retirement is Done with Harlan Accola

    Changing the Way Retirement is Done with Harlan Accola

    In this episode of It’s Personal… Not Just Business, Michael Fliegelman speaks with Harlan Accola, CRMP, who has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty has always been working with retirees, which has been the most rewarding part of his career. As the […]
  • Holistic Financial Coach, Fred Kettler

    Holistic Financial Coach, Fred Kettler

      In this episode of It’s Personal… Not Just Business, Michael Fliegelman speaks with Fred Kettler of Kettler Financial, a 36+ year insurance & financial services veteran, and Financial Coach. Located in South Miami and founded in 1992, Kettler Financial is a well-respected, full-service independent insurance and financial services firm. Fred specializes in Personal Retirement […]
  • How and Why to Manage Your Money with Bryan Kuderna

    How and Why to Manage Your Money with Bryan Kuderna

      In this episode of It’s Personal…Not Just Business, Michael Fliegelman speaks with Bryan Kuderna, Author of “What Should I Do with My Money?” and Founder of Kuderna Financial Team. Bryan has a Master of Financial Services from The American College and a Bachelor of Science in Finance and Economics from The College of New […]
  • Protecting Your Assets With Jordan Albala

    Protecting Your Assets With Jordan Albala

      In this episode of It’s Personal… Not Just Business with Michael Fliegelman, we welcome guest Jordan Albala, Brokerage Manager at MetroDI, a brokerage agency for Disability Income and Business Protection products. After graduating from the University of Michigan in 2009 with a degree in Architecture, Jordan joined the MetroDI team, representing the third generation […]

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