Investment Opportunities

We have a wide array of investment options and insurance companies available, which allows us to pick and choose the right platform to help you reach your financial goals.

Why Choose Swenson?

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We are committed to putting you and your goals first and we are willing to go the extra mile to ensure you have a great financial plan you are comfortable with.

Our goal is to get to know you, your family and your unique financial goals. This allows us to create a custom plan that fits your needs rather then providing cookie-cutter recommendations.

Our business is built on education and not on sales. We partner with you on all aspects of financial planning including: life/long term care insurance, annuities, estate planning and asset management. We take an impartial look at your financial situation and base our recommendations on what’s best for you, the client.

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