You & Your Money
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors.
From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality.
WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
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392-A Merrow Rd., Tolland, CT 06084
860-928-2341
You & Your Money
What Executives Retiring in The Next 5 Years Need to Know Now
If retirement is on your five-year horizon, you're in a unique position as an executive to make strategic moves now that can dramatically impact your financial security and lifestyle in retirement.
In this episode of You & Your Money, WHZ Senior Partner, Chief Strategist Jim Zahansky shares the critical moves you need to make right now to maximize your retirement funds for the near future.
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