SWAT Retirement Strategy Hour

Working with You to Preserve Your Financial Future - December 21, 2024


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Choosing a financial advisor can feel overwhelming, especially with so many options and titles to sort through—financial planner, broker, investment advisor—it’s hard to know where to start. And when you’re trusting someone with your life savings, getting it right is important.

To learn more visit: Flora & DiPaula Wealth Partners

Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
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SWAT Retirement Strategy HourBy Mike DiPaula and Sarah Flora