Our process integrates wealth management with risk and debt management, income and tax planning and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Our proprietary process, The SWAN FORMula™, is designed to constantly adjust and monitor your critical life and financial events to keep your plan on track.
- What do you want to accomplish?
- What is essential to you?
- How will we get you there?
- What services are the best fit for you?
- Financial and legacy planning.
- Product and risk assessment and fit.
- Ongoing continuous service.
- Building a lasting relationship.