A COMMITMENT TO YOUR FINANCIAL SUCCESS
SWAN Retirement Strategies offers financial tools and strategies to help you achieve your retirement goals and needs. By investing in your financial future, you’ll be able to enjoy retirement without stress with more confidence. We are committed to what is in your best interest.
We specialize in helping law enforcement, firefighters, schoolteachers, and other government employees. Are you in the DROP Program? Investment plan? You’re in the right plan!
“My commitment to my clients is personal as much as it is professional. I work closely with each client to develop long-term relationships and help all of them grow more than just financially during their retirement.”
Our Services
Wealth Management
By becoming a wealth management client, you’ll gain access to strategies that can take your retirement to the next level.
Financial Planning
In being data-driven and results-focused, we run numerous scenarios to optimize your plan from a distribution and tax-efficiency perspective.
Protection Services
Since we work for you and not other insurance companies, our job is to shop around and find the best product to fit your needs.
SCHEDULE A MEETING
Take the next step in your financial journey with a complimentary consultation!
Disclosure:
Investment advisory services offered through Second Half Partners, LLC, an SEC-registered investment advisor #163454. Insurance and annuities offered through Murrell Winter, FL NPN# 19081214.