Financial & Retirement Planning

M.H. Swanson & Associates is a full-service financial services firm committed to helping people pursue their long term financial goals.  A wide range of financial products and services are offered to individuals and business owners.  The financial advisors will help develop a customized financial program and strategies that meet your plans and objectives.  Products and services used include: 

 

• Investment management
• Retirement strategies 
• Socially responsible investments       
• Insurance and annuity products
• Lifestyle preservation strategies
• Customized strategies
• Goal based planning
• Wealth management
• Long-Term Care Insurance