Financial Planning Opportunities

Financial planning means different things to different people. There is no one size fits all. There are certain factors that may affect one family or individual and not others. When developing a plan it’s important to consider all aspects of your situation. Do you anticipate an inheritance? Are you protected against the potential threat of nursing home expenses? Is your income in retirement going to be taxed as ordinary, capital gain or passive income? Do you expect the amount of income you are taking in retirement to affect your social security or Medicare?

And since you can’t plan for the unknown, it’s important to have a plan that is flexible and can change with different life events.

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.