The 3 Phases of a Financial Plan
{4 minutes to read}
Today, I want to talk about the three phases of a financial plan:
Phase One: Wealth Accumulation.
Phase Two: Wealth Distribution.
Phase Three: Wealth Preservation.
Phase One: Wealth Accumulation
Most people spend a good amount […]
Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com 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”.