Swanson Financial

Swanson Financial offers a holistic approach to financial planning for soon to be retirees, recent retirees and small business owners by focusing on identifying the retirement goals of its clients and organizing their resources to best satisfy the needs of their family. Swanson Financial uses a comprehensive approach to incorporate the successful coordination of the most essential elements involved in financial planning – investment advisory, income tax planning, risk management, retirement planning and estate panning. For nearly three decades, David Swanson Sr. has been helping retirees & pre retirees with their retirement and financial planning needs.