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The New Strategic Wealth Advisors Network

Today I want to introduce our new company, Strategic Wealth Advisors Network, LLC or what we call SWAN. S.W.A.N. stands for Strategic Wealth Advisors Network.

SWAN seeks to help our clients gain confidence, security and comfort, knowing that they have gone through a process designed to minimize risks and protect wealth.

Our experience and our philosophy are rooted in what we like to call a Protection First philosophy. Our Objective is to provide:

 

  • Investment planning designed to protects people from downside risk
  • Help with Protection against things that can erode money and wealth, such as:
  • Death
  • Disability
  • Lawsuits
  • Cost of Long Term Care
  • Longevity of Life
  • Market volatility and fluctuations
  • Inflation
  • Interest Rate Risk

Simultaneously while planning to protect your wealth, we work towards the creation of maximum wealth and strategies that produce the best results for retirement income. We do this through creative conservative planning utilizing annuities and insurance products.

SWAN, LLC

We are excited about what we can deliver to our clients and we look forward to working with you.

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC
Founder / President, Strategic Wealth Advisors Network
(631) 262-9254
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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”.

By |2018-04-17T17:03:34+00:00May 16th, 2013|Blog, Estate Planning, Financial Planning|0 Comments

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