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Hello Friends,

We hope you've been enjoying these first weeks of Spring! Here are this month's tips to help you Plan Well. Invest Well. Live Well.™ And remember, we're always here to help you build a Live Well strategic financial plan of your own.

Plan Well.

A Guide to Generational Wealth Planning

How to grow and protect your wealth for decades to come >

Presented by Laurence Hale, AAMS®, CRPS®

Selling Your Business or Looking for Investors?

3 common valuation methods for determining worth >

Presented by Jim Zahansky, AWMA®

Invest Well.

Daria Zalewska Joins WHZ as Senior Associate, Paraplanner

Daria assists in the development, oversight, and management of strategic financial planning for our clients. She transitioned to the financial services industry in 2020 after serving in the United States Air Force for twenty years and retiring at the rank of Lieutenant Colonel.
READ MORE >

Live Well.

We're Having A Great Time Helping the Community to Live Well!

We've been busy having some good team-building fun while contributing to great causes:

On March 19 we competed in a Volleyball Challenge to benefit the Putnam, CT Lions Club. (Notice our team name, in honor of one of our favorite things, a bull market!)

On March 30 our guest bartender team raised more than $3,300 in "tips" to support cancer care at Day Kimball Healthcare.

Until next month – Live Well!

Best,
the advisory team at Weiss, Hale & Zahansky Strategic Wealth Advisors
Plan well. Invest well. Live well.™
(860) 928-2341 | advisors@whzwealth.com | www.whzwealth.com

Schedule a Complimentary Consultation

Laurence Hale, Holly Wanegar, Michael Baum, Leisl Cording, Jim Zahansky

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