Timothy Swain (BS, CFP®)
Timothy Swain focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Insurance Related Issues
- Retirement Plan Investment Advice
- Tax Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Insurance Related Issues
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
At
Additional Information
Managing your finances is complex and time-consuming. You’ve earned the right to partner with the experts at Summit Financial Strategies, Inc. to simplify the process. We’ll be with you every step of the way; acting as your advocate as we build your personal plan and work through life’s changes. In a world that is becoming less personal,
NAPFA Start Date
July 03, 2007