Enjoy the Lifestyle You've Earned with Clarity and Confidence.
Are you a person who wants to see and solve your retirement problems? Swofford Financial specializes in partnering with financially successful people who know it’s often more difficult to preserve their wealth in retirement than it was to accumulate it.
Our clients are busy, active people who have worked for decades to build and grow their assets. They now want to enjoy their lives knowing that they have made informed decisions about how to sustain their lifestyle and transfer their wealth effectively and efficiently.
As a firm that is independent, with over four decades of experience guiding clients successfully through retirement obstacles, our goal is to help our clients replace fear with confidence.
We all want happiness, financial freedom, and peace of mind. If your focus is on retirement, you are financially successful, but concerned about whether you’ve seen and solved all your retirement obstacles, then let’s talk.
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