Swift Stellar Wealth Management
Why work with a financial advisor?
You work hard for what you earn. Make sure your savings and investments are preparing you for the
future you want. A financial advisor can help you achieve your short and long-term financial goals as
well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship
with a financial advisor, plus secure anytime–access to your accounts online, you can track your
progress toward your goals and receive timely advice when you need it
A comprehensive approach
Together, you and your financial advisor will evaluate your current financial situation. From
there, your financial advisor will work with you to address key needs, consider tax strategies and
find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through
personalized financial advice, your financial advisor will help you prioritize what’s important today,
while planning for a confident financial future.
Solutions and advice aligned to your goals
Through Ameriprise Financial, you’ll have access to wide-ranging advice — from customized
investment recommendations and asset allocation strategies to comprehensive financial planning that
covers key aspects of your financial life — to help you meet your goals. And, your financial advisor
can provide access to an extensive suite of solutions to meet your specific needs, including
investments, insurance and annuities, and much more.
Products and services available are
· Financial planning
· Retirement planning
· Investments
· Funding education expenses
· Insurance and annuities
· Estate planning strategies
· Retirement income strategies
· Tax planning strategies