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

Core Values-Directed Planning

Everything we do is driven by your core values and life goals .

Our clients want their life goals and values to be at the top of our mind. They want peace of mind and a great “LIFE”.  Your unique values are at the center of our stewardship.  Do these sound familiar:  Enough money for life, Financial Security, Peace of Mind, Financial Freedom, Time to go and do as you please, Not being a financial burden to others, Taking care of others, Serving or giving to others, the “right thing” to do, Happiness, Inner peace, Hearing “Well done good and faithful servant.”

We designed our financial and investment planning process to help you define your core intellectual and emotional values as well as life goals that require money and planning.  We call this personal financial planning.  Your goals.  Your values.

It is with those directives that we suggest how to best deploy your wealth, implementing highly personalized strategies to keep you on course.

Wealthy families and individuals set many lifetime financial goals, not just one or two. Our service begins with designing a kind of financial roadmap which offers to be comprehensive in nature as far as your current trust will allow. Our discovery process will clearly define your known goals and help you bring clarity to your financial dreams.

We work closely with you and your other designated professionals to uncover initial needs and planning opportunities.

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