98Understanding Today's Financial Environment
Scott Swisher has had 29 years of experience of asset management as a Financial Advisor. He is the Managing Principal of Swisher Financial Services LLC. His past employment was with Southwest Securities 2004-2011 and Morgan Stanley from 1993-2004. Mr. Swisher was a member of the Chicago Board of Trade from 1989-1992 as an Independent Commodity Trader in the Municipal Bond Pit.
He volunteers for many charitable foundations and has been married since 2005.
Scott Swisher holds a Master of Business Administration degree from DePaul University and a Bachelor of Business Administration degree from the University of Oklahoma. He has the designation of CERTIFIED FINANCIAL PLANNER™ since 2006. He currently holds the following registrations, Series 3, 7, 9, 10, 63, and 65 with LaSalle Street Securities LLC. He is registered with the Financial Industry Regulatory Authority (FINRA) and other regulatory bodies.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, Scott is committed to helping people just like you create options for their retirement assets. Once your risk tolerance, time horizon and goals are understood, Scott will work diligently to develop a program that carefully balances investment strategies while seeking to preserve principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. Scott works closely with his clients to evaluate those opportunities and get in position to reap those rewards. He enjoys helping people build a solid financial foundation for the future.
If something prompts a question, please send a quick email or call the office. Scott would enjoy speaking with you.
What Does the CFP® Certification Mark Mean?
Scott Swisher is a CFP®. Why is this important? The CFP® certification mark identifies an individual who has met the education, examination, experience and ethics rules established by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. (CFP® Board). Anyone can call himself or herself a “financial planner”. But only those who have fulfilled the certification and re-licensing requirements of the CFP® Board can use its certification mark.
CLICK HERE to learn more.
Helpful Content
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
View all articles 
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.