Swords Wealth Management, LLC

CONNECT

Address:

17074 Interstate Hwy. 20 West
Lindale, Texas 75771

1026 Pruitt Place
Tyler, Texas 75703

Phone:

(903) 526-6669, (903) 881-0444

Fax/Other:

(903) 705-7715

Business Owners

When Business gets too good to monitor your own investments ... or those of your employees, it's time to hire Swords Wealth Management, LLC.

Business owners...

  • STAY focused on day-to-day operations of the business(es)
  • WANT personal investment assets in company plans integrated with their outside portfolios
  • DESIRE an income tax plan that coordinates company plans and personal goals
  • REQUIRE liquidity to provide for future tax liabilities
  • EXPECT someone to unburden the family from the complexities of filing tax returns
  • UNDERSTAND delegating certain responsibilities while requiring accountability for personal as well as business financial and investment planning and implementation.

If this sounds like you, hire us.  We understand.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck