Creating a robust financial plan can be daunting, but having the right team can make all the difference.

How do you find the right professionals to guide you through retirement planning? How can collaboration between wealth managers and insurance specialists benefit you?

This week, Brendon Murphy sits down with Brendan McPoyle, Partner & Wealth Manager at Princeton Global Asset Management. Together, they explore the power of their collaborative approach to wealth management and insurance, focusing on providing holistic and customized financial solutions to clients. You’ll hear about their unique partnership, their comprehensive services, and how they help clients navigate their finances with ease.

Together, they discuss: 

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• Brendan McPoyle’s journey and his collaboration with Compass Financial Solutions
  
• How personalized financial planning can address specific client needs and goals
  
• The importance of having a professional team for holistic wealth and health management
  
• Real-life client stories illustrating the benefits of their services
  
• And more!
  

Connect with Brendon Murphy: 

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• (610) 449-9900
  
• (610) 247-2320
  
• LinkedIn: Brendon Murphy
  
• bmurphy@mycfsi.com
  
• Website: Compass Financial Solutions
  

Connect with Brendan McPoyle: 

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• LinkedIn: Brendan McPoyle
  
• (610) 937-2493
  
• brendan.mcpoyle@princetonglobal.com 
  
• Website: Princeton Global
  

About our Guest: 

Brendan McPoyle works with business owners, high-net-worth individuals, and hard-working professionals across the United States. With 20 years of experience in developing inclusive financial plans and comprehensive financial strategies, he has helped individuals and families visualize their dreams and plan for financial retirement success.

His collaborative and comprehensive wealth management approach leverages the talents and knowledge of the Princeton Global team and each client’s trusted advisors to help increase and protect financial assets, build and secure assets for retirement, and achieve financial security and independence.