Tag: Delaware County
Building a Strong Financial Team with Brendan McPoyle, CFP®, AEP® (Ep. 4)

Building a Strong Financial Team with Brendan McPoyle, CFP®, AEP® (Ep. 4)

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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: 

  • 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: 

Connect with Brendan McPoyle: 

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.

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The Compass Financial Approach to Retirement (Ep. 1)

The Compass Financial Approach to Retirement (Ep. 1)

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Are you ready to turn financial uncertainty into a secure retirement?

Welcome to The Compass Wealth Conversations Podcast with Brendon Murphy! 

In this inaugural episode, Brendon dives deep into the crucial topic of establishing reliable income streams for retirement by leveraging life insurance products. 

He shares his unique journey from the restaurant industry to financial services, highlighting the invaluable role of conversations in understanding clients’ needs and tailoring financial plans to meet their goals. 

Whether you’re a young professional or nearing retirement, this podcast will offer a wealth of insights into creating a stable financial future.

Brendon discusses: 

  • Brendon’s transition from the service industry to financial services
  • The importance of comprehensive retirement planning
  • Utilizing life insurance for income generation
  • Building a network of professionals to address all aspects of retirement
  • And more!

Connect with Brendon Murphy: 

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