Swanson Financial Services

Address: 16016 Boones Ferry Rd

City: Lake Oswego

State: OR

Zip: 97035

Country: US

Founded in 1996, Swanson Financial Services, Inc. was created by David Swanson Sr. as an independent retirement planning firm catering to the financial planning and wealth management needs of those nearing or in retirement while operating under the fiduciary standard. The Swanson Financial team offers services in Risk Management, Taxes, and Replacing Income. At Swanson Financial, you’ll find a holistic approach to financial and retirement planning accomplished by identifying your retirement goals and organizing your existing resources to reach the best outcome. Swanson Financial Services, Inc. coordinates with tax professionals and qualified attorneys to consult on our services. Through workshops and seminars led by the Swanson Financial team, clients can improve their financial literacy and be more responsible with their finances. In the past, they have conducted seminars on various topics, such as tax strategies for retirement, business succession planning, and how to create and retain wealth. They also regularly host online seminars on social security and income planning. Additionally, Swanson Financial Services takes a holistic approach to financial planning. Swanson Financial identifies each client’s personal goals while, at the same time, also finding solutions to meet those unique needs. Everyone on the Swanson Financial team operates under the fiduciary standard, so you can be sure that your best interests are at the forefront of everything they do on your behalf.

Contact Phone:
+15036039900

Contact Email: