Walter Schlaepfer - Washington-based Merrill Lynch Broker/Advisor

1
Walter Schlaepfer Wealth Planning Tips
2

• Walter Schlaepfer is a wealth management advisor
  and managing director at Merrill Lynch, as well
  as the leader of a top financial group within the
  firm. He founded the group with the goal of using
  his skills in wealth management to help clients
  succeed in pursuing their life goals

https//www.crunchbase.com/person/walter-schlaepfe
r
3

• If you are inspired by people like Walter
  Schlaepfer and you would like to begin your own
  wealth planning journey, tips like these can
  help
• List Your Goals
• Hire an Advisor

https//walterschlaepfer.wordpress.com/
4

• List Your Goals
• Consider your wealth planning goals and make a
  list. This will help you understand where you
  want to be and what you need to do to get there.
  For example, consider estate planning. It is
  important to think about all elements including
  if you would like to retire early, if you would
  like to continue working and where you want your
  wealth to go when you are gone.

https//www.wattpad.com/story/167265921-phil-schla
epfer
5

• Hire an Advisor
• The laws surrounding all aspects of wealth
  planning are continuously changing. Hire an
  advisor like Walter Schlaepfer to keep you
  up-to-date on the changing environment and to
  help you plan your wealth accordingly.

https//walterschlaepfer.blogspot.com/