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Helping You Reach Your Dreams is Our Passion.

As our client, your goals become our goals. Step by step, we will walk alongside you on your journey, empowering you to make the most of your finances. As a team that is vigorously committed to helping you plan a thriving future, we look forward to seeing you succeed in your financial endeavors. You can rest assured in knowing that we are behind you with our experience to support you.

No matter what your dreams are, the Swofford team is ready to partner with you, utilizing our many resources as an independent firm to make those dreams a reality.

We are ready to serve those who have achieved financial success and who are:

  • Looking to maximize their assets
  • Wanting to enhance their retirement plans
  • Desiring expert financial advice
  • Creating their legacy
  • Going through the sale of a business
  • Going through a major transition due to death, divorce, or other life event

Comprehensive Financial Planning Services

  • Retirement Projections
  • Investment Management
  • Goals-Based Planning
  • Cash Flow Analysis
  • Personal Net-Worth Evaluation
  • Income Tax Strategies/Reduction
  • College Funding
  • Insurance Needs Analysis
  • Life Transition Solutions
  • Asset Protection Strategies
  • Legacy Planning
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Risk Management Services

  • Long-Term Care Assessment
  • Life Insurance Appraisal
  • Multi-Generational Planning
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Investment Management Services

  • Personal Profile & Asset Allocation
  • Institutional Money Management
  • Ongoing Assessment
  • Periodic Rebalancing
  • Alternative Investment Opportunities
  • Lifetime Income Creation
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