Download this 8-page guide was created for you to better understand how taxes could affect your retirement income.
Your Dreams Matter
At SWAN Capital, we believe you should think about your finances less and your retirement more. I named our firm SWAN Capital because it’s our goal to help select families Sleep Well At Night.
SWAN Capital offers services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
Grow
Prepare for retirement by putting your hard-earned assets to work.
- Retirement Income Strategies
- Wealth Management
- Private Equity & Hedge Funds
- IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you've always imagined.
Preserve
Protect the assets that can help you live the retirement you've always imagined.
- Asset Protection Strategies
- Life Insurance
- Tax-Efficient Strategies
- Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
Give
Provide for the people and causes you care about the most.
- IRA Legacy Planning
- Charitable Gifting Strategies
- Family Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Estate Planning
Charitable Giving
Tax Planning
Ready to Take the Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.