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    Total Wealth Management

    One stop. Many options.

    What We Offer



    Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

    According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

    That’s where we come in.

    We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

    At Swan Capital, we can offer you the following products and services:
    • Retirement Income Strategies
    • Wealth Management
    • Asset Protection
    • Annuities
    • Life Insurance
    • Investments
    • Tax-Efficient Strategies
    • Long-Term Care Strategies
    • IRA & 401(k) Rollovers
    • IRA Legacy Planning
    We can also refer you to professionals who provide the following services:
    • Trusts
    • Probate
    • Charitable Giving
    • Estate Planning
    • Tax Planning

    Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

    1 Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.” https://www.soa.org/Files/Research/Projects/research-2015-full-risk-report-final.pdf.

    2 The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.” http://www.nirsonline.org/storage/nirs/documents/2015%20Opinion%20Research/final_ opinion_research_2015.pdf.

    Estate Planning

    We can refer you to professionals to help meet your individual needs.
    Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan... Read more >>

    Long-Term Care Planning

    As the oldest baby boomers begin to wind through their 70s, one of the biggest concerns may not be outliving income, but outliving good health... Read more >>  

    Divorce Wealth Strategies

    We have designed a customized process for our clients to help make the financial aspects of the divorce settlement process easier. ... Read more >>

     

    Tax-Efficient Strategies

    Rising taxes may be a concern for anyone — especially for individuals approaching retirement. Having a solid strategy in place for how you will pay taxes on your retirement income can be an important component to living on a fixed income and avoiding surprises come tax time....Read more >>

     

    IRA & 401(k) Rollovers

    When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan... Read more >>

     

    Retirement Income Strategies

    Retirement income strategies are not just for the wealthy. As retirement nears, the traditional strategy has been to move growth-seeking products to... Read more >>


    Strategies for Financial Independence

    To schedule a time to discuss your financial future, contact us at info@swan-capital.com or call us at 850-380-9558 today!

    Contact Us

    Phone: 850-380-9558
    Email: info@swan-capital.com

    Our Location

    107 W. Gregory Street
    Pensacola, FL 32502

    2053 Dauphin Street
    Mobile, AL 36606


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