In today’s world, it can feel overwhelming to try and protect yourself, your family, your finances, and your future from shifting factors like market volatility, inflation, or life-changing situations; luckily, the team at Swanson Financial is here to help you protect your hard-earned assets and live the retirement you’ve always wanted.
Founded in 1996 by President and Founder David Swanson, Swanson Financial has been catering to the financial planning and wealth management needs of those nearing retirement for more than a quarter-century. The fee-based, independent Registered Investment Adviser firm is located in Lake Oswego, Oregon, and serves clients located throughout the Pacific Northwest.
At Swanson Financial, the team is focused on an approach to financial planning that is holistic and identifies each client’s personal goals while also finding solutions to satisfy their unique needs. The entire team operates under the fiduciary standard so that you can rest assured that your best interests are at the forefront of everything that we do. The team offers financial services in three primary areas: taxes, replacing income, and risk management. Alongside those services, Swanson Financial can also assist in areas that include wealth management, annuities, investments, tax-efficient strategies, IRA Legacy Planning, IRA/401(k) Rollovers, asset protection strategies, long-term care strategies, and retirement income strategies.
No matter whether you’ve been saving every penny for years or you want to start growing your own nest egg, the team at Swanson Financial is here to create a well-thought-out strategy that’s just right for you. Using a variety of insurance products, services, and investment methods, we help you address your financial concerns while determining your retirement readiness and crafting a personalized plan. Through the specialized SWAN (Sleep Well At Night) process, you can rest easy knowing that the Swanson team is working tirelessly to help you meet your goals and build the best financial plan for you.
Clients can also attend workshops and webinars led by Swanson Financial to increase their personal financial literacy and be better fiscally responsible. In the past, the team has hosted webinars on tax strategies for retirement; how to create, retain, and transfer wealth; and business succession planning. Presently, they’re running webinars on social security and retirement income planning, as well as workshop seminars on social security.
Learn more about financial planning and how Swanson Financial can provide assistance by visiting our main website or checking out our podcast for more information – don’t forget to visit our blog page for the latest updates!