swanwealth.com
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Submitted URL: http://swanwealth.com/
Effective URL: https://swanwealth.com/
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://swanwealth.com/
Submission: On March 08 via api from US — Scanned from DE
Form analysis 2 forms found in the DOM
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Check the background of this investment professional on FINRA BrokerCheck Skip to content * Home * Our Team * FAQS * Our Process * Blog * Products & Services * Securities and Investments * Insurance * Financial Planning * Relationships * Contact * Home * Our Team * FAQS * Our Process * Blog * Products & Services * Securities and Investments * Insurance * Financial Planning * Relationships * Contact Search for: MainMichael Fliegelman2018-09-14T16:27:39+00:00 * * * * * 1 2 3 4 5 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. READ MORE 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. MORE 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. MORE No Obligation Consultation For a no obligation consultation about developing your personalized roadmap, please call or email me. Michael@SWANWealth.com 631-262-9254 RECENT BLOG ARTICLES * 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 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 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 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 […] * WHAT ELSE CAN I DO FOR YOU? WITH DUSTY ROLLINS In this episode of It’s Personal … Not Just Business with Michael Fliegelman, we welcome guest Dusty Rollins, a Tax Professional and Financial Advisor. Dusty was originally the owner of a construction company. Tune in to This Episode as Dusty Shares Insights Into: How his self-taught education in taxes began Dusty had no interest […] For general inquires or to request an appointment, please submit the form below. Name:* Email:* Message:* CAPTCHA Code:* Sign up for news and commentary on the latest issues around wealth management delivered to your inbox. SIGN UP Newsletter Archive Click here to view Privacy Policy 2021 Swan Wealth. All rights reserved. Web Design phoneBlogger.net Registered Representative offering Securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services are offered through G&G Planning Concepts, Inc. which is not affiliated with APFS. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Check the background of this investment professional on FINRA BrokerCheck Go to Top