Swanson Financial

Fiduciary Retirement Planning Services in Lake Oswego, Oregon

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Swanson Financial, led by President and Founder David Swanson, has been helping the Pacific Northwest with financial planning and retirement planning since 1996. The team specializes in three areas - taxes, risk management, and replacing income - and can offer assistance in areas that include long-term care strategies, tax-efficient strategies, wealth management, annuities, investments, IRA legacy planning, and more.

At Swanson Financial, our team consistently maintains a thorough understanding of your financial goals and monitors and assesses your investment risk. The team is composed of professionals who are knowledgeable about various aspects of financial planning, such as taxes, risk management, and replacement income. Focused on providing comprehensive financial planning services designed to meet each client's needs, the team at Swanson Financial, through a variety of insurance products, investment methods, and services, can help you identify your financial concerns while establishing a personalized plan.

It can be very challenging to protect yourself and your family from various factors such as market volatility, inflation, and life-changing events. Through various workshops and seminars, the company's team can help individuals improve their financial literacy and become more responsible. With the help of Swanson Financial, you can rest assured that you'll be able to retire with dignity and with the security that you've always wanted.

Learn more by visiting us online!