- Small Business
- Federal Employees
We are Swanson Financial
Swanson Financial Services, Inc. is a full-service, fee-based Registered Investment Advisory firm located in Lake Oswego, Oregon and serving the Greater Portland, Oregon Area. It offers a holistic approach to financial planning by including a range of services such as investment advising, tax services and estate planning. Swanson Financial believes that offering a range of services results in the best experience possible for its clients.
Investments can play a key role in your financial security plan. A mix of savings plans can help achieve your goals.
Insurance is essential to any comprehensive financial plan. It can protect your family from undue hardships.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.