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
How to Prioritize Your 2026 Financial Goals
Learn a framework for creating your own personalized plan to reach your financial goals for 2026, from WHZ Strategic Wealth Advisors Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA® shares
If the past few years have taught us anything, it’s that financial planning today requires both resilience and adaptability. This 5-step framework incorporates plenty of that, while giving you a clear path forward.
Get more details in the blog: https://whzwealth.com/blog/how-to-prioritize-your-financial-goals-for-2026
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