About SWISHER FINANCIAL CONCEPTS, INC.
SWISHER FINANCIAL CONCEPTS, INC. is a well-respected financial advisory firm that has been providing expert financial services to clients for over 20 years. The firm specializes in helping individuals and businesses achieve their financial goals through strategic planning and management of their assets.
How does the advisor help clients – Key Takeaways:
Here are some key takeaways for how SWISHER FINANCIAL CONCEPTS, INC. helps their clients:
- Offers personalized financial planning and management services based on each client’s unique needs and goals.
- Provides expert advice and guidance on investments, retirement planning, tax planning, and more.
- Utilizes cutting-edge financial technology and tools to help clients make informed decisions about their finances.
- Offers ongoing support and monitoring of clients’ financial plans to ensure they are on track to meet their goals.
Facts and Insights:
To get a better understanding of SWISHER FINANCIAL CONCEPTS, INC., here are some facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 20 years |
Financial Services Offered:
SWISHER FINANCIAL CONCEPTS, INC. offers a wide range of financial services to help clients achieve their goals and secure their financial future. Some of the services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- College savings planning
- And more.
Client Types:
The firm caters to a diverse clientele, including individuals, families, businesses, and institutions. SWISHER FINANCIAL CONCEPTS, INC. understands that each client has unique financial needs and goals, and they tailor their services accordingly.
Fees & Compensation:
SWISHER FINANCIAL CONCEPTS, INC. operates on a fee-only basis, meaning they do not receive any commissions or kickbacks from financial products they recommend. This ensures that their advice is always in their clients’ best interest.
Background:
SWISHER FINANCIAL CONCEPTS, INC. was founded by John Swisher, a highly experienced financial advisor with over 30 years of experience in the industry. The firm is known for its commitment to providing unbiased and objective financial advice, and for its dedication to helping clients achieve financial success.
Financial Advisor Disclosures to Know:
As a reputable and ethical firm, SWISHER FINANCIAL CONCEPTS, INC. believes in transparency and full disclosure to their clients. However, here are some important disclosures that clients should be aware of:
- The firm does not guarantee any specific investment results and past performance does not guarantee future results.
- Clients should carefully review all risks associated with any investments recommended by the firm.
- Clients should also carefully review the fees and expenses associated with their investments.