I want to talk about a phrase from The Godfather. The phrase is “It’s business. It’s not personal.“
We at Strategic Wealth Adviser Network have taken that phrase and, more or less, inverted it to “It’s personal. It’s not just business.” We feel very strongly about the relationships that we have with our clients. We take their business very personally.
We take it personally when we can’t deliver the best result. Because of that, we strive, in all our dealings with all of our different types of clients, to try and get the best result possible. Why? Because we care. Because it is very personal to us.
We value the friendships and the relationships with our clients. We try and get the best result for each and every one of them, because to us, it’s very personal.
If we can help you in any way, please give us a call, and let us know how we can serve you.
Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC
Founder / President, Strategic Wealth Advisors Network
(631) 262-9254
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www.SWANWealth.com
Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.
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