Fee-Based Financial Planning
Comprehensive financial planning can be a daunting task. Having an experienced partner and sounding board is invaluable.
Between protecting your assets, saving for retirement, saving for college, and all your other goals it seems impossible to stay organized and on top of your plans. SWG specializes in simplifying the process and regularly measuring your plan against your unique objectives to monitor progress.
SWG employs a thorough fact-finding process that starts with listening to your goals & dreams and also listening to the challenges you face. After we have identified your objectives, we will review your progress towards these goals, analyze your cash flow and balance sheet to determine opportunities and make recommendations to meet and exceed your goals. Through access to an expansive suite of products and software, we are able to provide you with a step by step plan on what actions need to be taken to pursue your dreams.
Our comprehensive approach helps individuals and families plan for just about anything:
- Asset Allocation
- Retirement Planning
- Education Planning
- Risk Management
- Wealth Accumulation Strategies
- Tax Planning
- Charitable Giving
- Business Continuation & Exit Strategies
Fee based financial planning offered through LPL Financial, a Registered Investment Advisor.