Your Dreams Matter
At Swanson Financial Services, Inc., as your go-to retirement planners, our team of professionals can help you create a well-thought-out strategy for retirement. Every day, we help people just like you — from those with longtime pensions, to those with 401(k)s, personal savings or other assets — determine their retirement readiness and make an individualized plan. We use a variety of investments and insurance products and services to help address your financial needs and concerns.
We offer services in these three areas:
Could you pay more in taxes in retirement? It’s possible. We’ll help you look at your assets and retirement income streams and help you determine how you can mitigate that tax risk with a smart distribution strategy.
When you’re working, you can count on a steady stream of income in the form of a paycheck. How do you replace that paycheck? We’ll show you how you can turn your pension or savings into a post-retirement income stream.
How We Help
Retirement Income Strategies
Asset Protection Strategies
Long-Term Care Strategies
IRA Legacy Planning
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a webinar.