- Small Business
- Federal Employees
Swanson Financial Services, Inc. was founded in 1996 by David Swanson, Sr. as an independent firm catering to the wealth management and financial planning needs of those in or nearing retirement. It is a fee-based independent Registered Investment Advisory firm serving clients in the Pacific Northwest.
Swanson Financial offers a holistic approach to financial planning by focusing on identifying the retirement goals of its clients and organizing their resources to best satisfy the needs of their family. It uses a comprehensive approach to incorporate the successful coordination of the most essential elements involved in financial planning – investment advisory, income tax planning, retirement planning and estate planning.
Swanson Financial’s approach is to look at the 360 degree view of the financial well-being of every client, focusing on income projection models that detail the totality of each client’s net worth and the income production capacity of their life savings. It builds models and forecasts income for life with its advanced asset cycle portfolio program. In short, Swanson Financial strives to organize its client’s investments in a way that generates an inexhaustible income stream for life, while addressing health care concerns, income taxes, inflation and transfer at death concerns.