98Understanding Today's Financial Environment
Scott Swisher has had 31 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
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
View all articles 
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.