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

Policy Maintenance & Risk Management

Planning for the unexpected

For our Private Wealth Stewardship clients, we can perform a periodic review of all existing insurance policies and, where appropriate, recommend the hiring of a professional insurance planner or estate planning agents representing highly credible risk management companies.

  • Maintain electronic database of all policy information
  • Review of Advanced life insurance planning for larger or more illiquid estates
  • Referral to qualified property and casualty insurance professionals
  • Referral to qualified liability planning and asset protection insurance professionals
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck