#77 Exploring Innovations in Portfolio Construction w/ Brett Nelson, CLU®, Wealth Advisor, Prevail Innovative Wealth Strategies
Description
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Brett Nelson (https://prevailiws.com/) is a financial advisor at Prevail Innovative Wealth Strategies dedicated to helping his clients achieve long-term financial security through effective risk management strategies. He is a Chartered Life Underwriter, and he believes in empowering his clients through education and transparent communication, ensuring they have the tools and understanding to achieve their financial dreams.
In this episode, Brian and Brett discuss:
1. Optimizing Investment Portfolios
2. Achieving Financial Harmony Through Comprehensive Planning
3. Adapting Investment Strategies to Market Volatility
4. The Role of Life Insurance in Estate Planning
LinkedIn: https://www.linkedin.com/in/brett-nelson-clu%C2%AE-5219b322/
Website: https://prevailiws.com/
YouTube: https://www.youtube.com/@prevailinnovativewealthstr4181
Facebook: https://www.facebook.com/bretteugene
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