THE SWD CLIENT EXPERIENCE Flocking Together
... as Family
With hearts for helping, we put wind behind your retirement dreams by surrounding you with an entire team of experienced professionals.
HOLISTIC FINANCIAL
PLANNING SERVICES Produce Happy Retirements
Our dedicated team is all about putting you first and helping you make the most out of your finances. We’ll identify aspects of your retirement strategy that can be improved – be it in the areas of income, tax, investment, insurance or estate planning – and we’ll continue monitoring your situation long after implementation to ensure you remain on track to reach your objectives.
With over 100 years of advisory and service experience, we’re ready to welcome you to our family and help you pursue your dreams.
WELCOME TO OUR FAMILY! Your Flight Plan to Freedom
LEAD ADVISOR 1. Initial Consultation
Review of your assets, goals, risk tolerance and general retirement strategy to determine whether any improvements are needed.
LEAD ADVISOR 2. Strategy Presentation
Present fee and risk analysis, blueprint and recommendations to fix any issues discovered.
LEAD ADVISOR AND FINANCIAL ADVISOR 3. Allocation Visit
Review your completed plan, discuss specific investments, and answer any questions about next steps and timeline.
FINANCIAL ADVISOR 4. Comprehensive
Income Planning
A review of your current and future income needs, taking into account debts, monthly spending, lifestyle and legacy goals, plus a complete retirement income analysis that examines Social Security benefits.
TAX PLANNING SPECIALIST 5. Tax Planning Consultation
Thorough analysis of your tax return to ensure efficiency and leverage future opportunities.
DIRECTOR OF P&C 6. P&C Consultation
A complimentary review of your property and casualty insurance policies to ensure that you’re adequately covered and paying appropriate rates.
MEDICARE SPECIALIST 7. Medicare Consultation
Comprehensive analysis and advice for clients age 64+ on enrollment and/or a changing Medicare situation.
FINANCIAL ADVISOR & CLIENT SERVICES SPECIALIST 8. Service Appointments and Education
Process additions and withdrawals, address and beneficiary changes or any other account service needs throughout the year.
FINANCIAL ADVISOR 9. Strategy Updates
Review yearly progress of accounts and discuss changes in your goals or financial situation and adjust as necessary.