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Swanson Financial maintains a forward-looking investment process focused on long-term trends in the financial marketplace. Specializing in identifying the specific goals of each client then designing a program to achieve these goals, Swanson Financial guarantees a customizable plan suitable for any client’s specific financial situation.
Clients receive direct and customized attention from experienced staff at Swanson Financial. Professionals counsel clients on how to coordinate with income taxes, estate plans, other family members, and how to develop policy statements and investment plans.
Swanson Financial embraces its commitment and pledge to work every day towards earning the trust of its clients with proactive involvement including consistent, recurring, transparent and interactive communication. It is involved and engaged to its community through myriad memberships, board appointments and volunteer opportunities.