You & Your Family

  • Retirement Planning

  • “Time is on your side” is one constant in retirement planning. Your SWP plan will address how to retire in the style you deserve.

  • Life Insurance

  • Whether for protection or investment, life insurance is an integral part of any well-considered plan.

  • Risk Management

  • Risk management requires that you carry adequate insurance on your property (both real estate and personal property) and that you have catastrophic liability coverage in the event that you or a family member causes harm to property or another person.

  • Investment Opportunities

  • Investments are an important part of your plan. Choosing the appropriate type of investment considering your risk tolerance is paramount. The SWP professionals can assist you in selecting the correct investments, including publically traded and non-publically traded options.

    • Stocks, bonds, mutual funds, ETFs
    • REITS and private placements
    • Annuities