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What We Do

 

Streamlined solutions for a lifetime of needs

CONSTRUCT AND MAINTAIN DETAILED FINANCIAL AND ESTATE ROADMAPS:

Helping our clients achieve their financial goals is the mission of our practice. If clients feel we have increased the predictability of achieving their financial goals, then we have done our job well. We create comprehensive financial roadmaps for our clients that act as the backbone of everything we do to guide all of our decisions.

GOALS-BASED INVESTMENT PLANNING:

There is no one solution to how money should be invested. Each client’s plan is personalized  based on the particulars of their family situation, unique circumstances, risk profile and time horizon. Planning includes an in-depth understanding of your willingness, ability and need to take risk with your investments.

INSURANCE AS A TOOL:

At Switzer Financial, we often meet clients who have been sold the wrong insurance products for all the wrong reasons. Insurance can be a wonderful tool if used ethically. Your estate plan can soon be derailed by life events that we have no control over. It is heartbreaking to see someone build a great portfolio and then have to liquidate it to pay for illness or injury because of poor planning.

In addition to its ability to protect, specific specialized insurance products, when used properly, are some of the most efficient ways to transfer your estate tax efficiently.

My team strongly believes that we need to plan to protect your family and estate.