Financial Planning & Investment Management
Create a plan for the future. One of the greatest strengths we have in developing your financial plan is our independence. Because we are independent, we can recommend a sound financial strategy utilizing a great variety of financial tools and instruments, not just those recommended by the “house.”
A comprehensive financial plan may include ETFs, mutual funds, equities, stocks, bonds, and cash from a variety of asset classes and investment sectors, including domestic and international portfolios.
Manage risks. While risk cannot be eliminated entirely, we can help you minimize it. We believe that mitigation on downside losses is paramount in long-term investment performance. Our wealth management strategies use allocation formulas that help take the guesswork and emotion out of investment decisions. The Swan Retirement investment and asset management process is transparent, and, being fee-based, we focus on your best interests.
Wealth & Asset Management
Wealth management is a combination of various financial services used to address the needs of clients. At Swan Retirement, the consultative process begins with information gathering, when we meet with a client to learn more about them, their wants, and their unique goals and aspirations for their money. We use this information to create a customized plan with the appropriate products and strategies needed to meet those goals.
Planning for a comfortable and successful retirement does not happen overnight; it takes careful preparation and planning. Once you have created a plan, it is not enough to “set it and forget it” – it must be carefully monitored and adjusted to ensure that your money lasts the rest of your life.
Retirement consulting does not end with financial planning. Many new retirees struggle with the idea of transitioning from the accumulation phase of life to the distribution phase. We are here to offer our support and experience as retirees find a new love for hobbies, relationships, and travel while keeping in mind the importance of maintaining a strong financial solution.