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.
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.
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.
No Obligation Consultation
For a no obligation consultation about developing your personalized roadmap, please call or email me.
631-262-9254
Recent Blog Articles
The Power of Persistence: Todd Wiedenkeller on Building Relationships and Success in Insurance
It’s Personal… Not Just Business with Michael Fliegelman, Episode 13 In this episode of It’s Personal… Not Just Business, host Michael Fliegelman sits down with Todd Wiedenkeller, Owner of Wiedenkeller Insurance in New Paltz, New York. Todd has been in the insurance business for over 46 years, building his success on strategic relationships and […]
Mastering Wealth Management with Asghar Kazim
It’s Personal… Not Just Business with Michael Fliegelman, Episode 12 In this episode of “It’s Personal… Not Just Business,” Michael Fliegelman interviews Asghar Kazim, Founder and Principal of United Wealth Group, a wealth management firm in Princeton, NJ. With over 25 years of experience, Kazim specializes in crafting personalized financial strategies that prioritize long-term […]
Value-Driven Growth with Steve D’Annunzio
It’s Personal… Not Just Business with Michael Fliegelman, Episode 11 In this episode of It’s Personal… Not Just Business, Michael Fliegelman speaks with Steve D’Annunzio, a spiritual teacher and productivity coach renowned for his work in alleviating human suffering and enhancing the welfare of humanity. As the founder of the Sole Purpose Institute, D’Annunzio […]
Serving Our Most Vulnerable Populations with Cheryl Canzanella
It’s Personal… Not Just Business with Michael Fliegelman, Episode 10 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 […]
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 […]
