Personal Finances

Customized Financial Package

At M.W. Swan, we deliver a complete investment package that caters to the individual needs of each client. It’s completed through identifying each of our client’s goals, financial ability to take risk, inclination to receive risk, and time horizon. These factors are brought together into a comprehensive solution and condensed to create your own personal investment package.

The three biggest options for retirement are broken down into 3 different brackets

  • Taxable
  • Tax Deferred
  • Tax Free

Don’t allow retirement to be a daunting task. It’s our job to give you the know-how and ability to secure your finances now and in the future.

When you work with M.W. Swan, you can guarantee we will take the time to get to know you better and what is required for your individual investment needs. We structure retirement plans that is designed to best meet your personal financial goals.

Painting The Bigger Picture

If you want to gain clarity into your current financial situation, it’s important to keep your future in the forefront, because in the end, you are planning for retirement. What are the things you are going to do along the way? Buy a house? Have children? These are things that need to be considered.

Our retirement planning blend help you paint a picture of how you might spend and invest your money in the long run.

49 Pleasant Street, Brunswick ME, 04011

Phone: +1 (207) 406 4567