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.
At Swenson Wealth Management there is no “bucket” approach to money management. We fully understand that, depending on your income needs, timeframe and risk tolerance, we may need to manage assets even within the same account differently.
STOCKS, BONDS, & MUTUAL FUNDS
There are many things to consider when looking at what investments to utilize in your portfolio. At Swenson, we emphasize low-cost options within your portfolio.
Swenson believes that to be properly diversified you should have 10%-20% of your portfolio invested in alternative investments. Being independent allows Swenson to offer several different alternative investments to match your risk tolerance, liquidity needs and time frame for investing.
Business retirement plans
Swenson specializes in low cost company retirement plans while providing the best possible service to each employee.
At Swenson, we utilize the following college savings vehicles: College 529 Accounts, Coverdell Education Savings Accounts and UGMA/UTMA.
Although often complex in nature, we can help you to understand how annuities can be a vital part of your investment programs. There are several different types of annuities, some of which can be valuable tools for retirement planning.
Life insurance plays an important role in financial planning. Knowing what type of insurance is best for your situation is critical. There is no one size fits all for life insurance.
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.
What’s happening at swenson
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