Our Services

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Many people believe their financial well-being is linked solely to their ability to earn a high income.  True financial independence, however, has much more to do with understanding and taking advantage of the finances you have.  It is about determining what is important in your life and learning to use financial strategies that will help you realize your dreams.

Our commitment at Swan Street Financial is helping you plan for financial security.  We serve individuals and small businesses in all areas of financial management, including:

Retirement Planning - Making the most of your employer-sponsored retirement plans and IRAs.  Determining how much you need to retire.  Managing assets before and during retirement.

Tax Management - Looking for ways to help reduce your current and future tax burden.  Referring you to qualified tax specialists.

Estate Investment Planning  - Reviewing your wills and trusts.  Helping preserve your estate for your intended heirs.  Helping with beneficiary designations.  Reducing exposure to estate taxes and probate costs.  Coordinating with your tax and legal advisors.

Risk Management - Reviewing existing insurance policies. Recommending policy changes when appropriate.  Finding the best policy for your situation. 

Education Funding - Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning - Determining your asset allocation needs.  Helping you understand your risk tolerance.  Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Employee and Executive Benefits - Helping your business attract and retain qualified employees through benefit packages.

 


Swan Street Financial, LLC and Wells Fargo Advisors Financial Network does not provide tax or legal advice. Please consult with your  tax and legal advisors before taking any action that may have tax consequences.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. 

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.