Swan Financial Services

With 40 years of experience in the financial services industry, I help people solve their worries and concerns that they may have regarding their retirement- Will I be able to retire- How will I be able to retire- When will I be able to retire- How comfortable will I be in retirement- Am I saving enough for retirement- Will I outlive my retirement? The Retirement landscape has changed. No longer can people count on a pension to cover their retirement needs. With greater unknowns than ever before, these questions need to be answered- How should I invest my 401(k)- What do I do with the retirement money from a previous job- What about Social Security- What about Medicare- What will happen to my retirement because of taxes- Are Roths important and should I have one- Do I need a trust and other estate planning documents? After working with my clients and together, having developed a Retirement Roadmap built on their own goals, desires, concerns and resources, my clients are able to Sleep Well At Night because- They are at peace knowing how and when they will retire - The worries of how they should invest have been solved - The stress of Social Security is gone - The concerns of future taxes have been addressed You have worked hard. You have focused your efforts on building your career as a professional. Now as you face the important questions and issues of retirement, you realize that you don’t have that same expertise. In fact, the questions can be quite intimidating. This is where I can help. I am here to help you answer those Retirement Riddles. If you are ready to Sleep Well At Night, then I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs and concerns.