We help you make retirement, the world's longest coffee break
Today's investment climate offers unprecedented opportunities. At SW Financial, our mission is to help clients take advantage of those opportunities.
E-NEWSLETTER SIGN-UP
Subscribe to our newsletter and get exclusive news straight to your inbox!
SUBSCRIBE NOWNewsletters
-
Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
-
A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
-
Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
-
SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?