Phase Four Announces Launch of New Site

Joel P. Levi, CFP® and Trish Wellman, CFP®, the principals of Phase Four, take pride in announcing their new site www.phasefourltd.com. The theme of the website, in keeping with the long-term nature of the company's client relationships, is: "Guiding you through the seasons."

The new website is designed for use by the public as well as registered users. Registered users will access the site based on one of the following characterizations:

• Prospective Individual
• Prospective Employer
• Clients (Individual & Group)
• Employer/Association, identified by logo.

The website provides extensive capabilities. Employer/Association Group users will find a wealth of resources and educational tools displayed for their participants.

Phase Four invites you to take full advantage of the new site by becoming a registered user.*

The website will be updated quarterly, season to season, so mark your calendar and visit us often.

*Registration is now open.