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

Financial Planning

Retire Smart; Begin with the end in mind;

Act with confidence on written plans

  • Document personal financial position and current risk management policies
  • Write financial goals with your titles, dates, dollars, and emotional rewards including to retire smart
  • Analysis of existing financial capital including both liquid and non-liquid holdings and assure alignment with your core values and the timetables of your financial goals
  • “Enough” planning: “Do you have enough to not have to work?” Seeking to answer, “Will I have enough?”
  • Implementation of saving and investment planning.
  • Cash flow management & liquidity to retire smart
  • Debt planning
  • Major purchase liquidity



     

 

 

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