Approaching Your Long-Term Goals

With Honesty, Transparency and Reliability

At Swenson Wealth Advisors, we believe everyone should be able to live the retirement they’ve always wanted. And, because your financial situation is unique to that of your parents, neighbors and friends, you need more than a one-size-fits-all approach.

From building wealth to preserving your assets, we focus on handling the details of your financial picture in order to create a retirement plan that works for you.

We'll Begin by Discussing a Few Key Topics

Income Planning

Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.

Investment Planning

We'll talk about risk tolerance, portfolio fees, volatility control and our comprehensive money management approach.

Tax Planning

We'll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your financial plan.

Legacy & Estate Planning

Together with qualified professionals, we'll create a plan that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.

Man and women hiking up a trail.

We Aim for the Success of Your Financial Future

As a pre-retiree or someone currently enjoying their retirement chapter, we strive to help you develop a keen understanding of retirement income planning and the details involved.

We want to ease any concerns you may have for the road ahead, so you’re able to focus on enjoying the moment.

Learn About Getting Started

Your Retirement Chapter

You've Dreamed About It - But Have You Prepared for It?