Financial Strategy

Financial Strategies that Convert Your Wealth into Personal Freedom

Financial planning for a rich and fulfilling life. Because our life’s work is to make your life better.

Financial planning isn’t just about the money. It’s about enriching your life, maintaining your health, supporting your family and the causes you believe in, helping friends in need, and achieving self-fulfillment — personally and professionally. But the pursuit of all those goals requires money.

You have a few things working in your favor — your earnings, your savings, your ability to leverage debt, maybe business and investment income. But certain factors may also be working against you — taxes, rising healthcare costs, unforeseen expenses and hardships, and so on. To build the wealth necessary to pursue the happiness and self-fulfillment you deserve, you need to optimize the factors working in your favor and minimize those that are working against you. You need an effective, personalized financial plan.

Why SWC?

We have answers to questions you may not think to ask

  • What is an investment philosophy and why do I need one?
  • What is income layering and how can I use it to my advantage?
  • What’s the best approach to generate income from retirement savings?

Because great tax planning is based on tax-smart financial strategy

  • Your tax planning and financial strategy shouldn’t be mutually exclusive
  • Life’s complex choices are simplified with proven financial strategies.
  • The methods we use to build and protect your wealth are as unique as your goals and objectives.

Empathy is our superpower

  • We make the complex simple.
  • We make sure you know what’s next now.
  • We are not thinking machines that feel — we’re human beings with feelings who think.

Intentionally or not, you’ve built a layered financial foundation. It may have started with a savings plan your parents set up for you, your first car loan, or a student loan, and it progressed from there. Maybe you bought a house, got married, had children, started a business, and opened a retirement account. Maybe you did all this as part of a carefully constructed financial plan. Maybe not.

If you’re not making financial decisions according to a well-orchestrated plan, you’re probably not building wealth as fast and efficiently as possible and have probably left a considerable amount of money on the table. Now you need a plan to pull together all the layers you already have in place or to catch up after having neglected your finances for too long. Whatever your current challenge may be, we’re here to help.

Every Opportunity Begins with a Conversation

Let’s talk about creating financial freedom and the peace of mind that comes with it.

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FREE DOWNLOAD
The Small Business Guide to Reducing Your Tax Burden Legally

The tax code has become complicated to the point where Albert Einstein wouldn’t be able to unpack it. The good news is that you don’t have to be a genius to reduce your business taxes.

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