Broker Check

11212 N May Ave
Suite 310
Oklahoma City, OK 73120

LinkedIn

Swisher Financial Services, LLC.

(405) 418-8586

 
Timing Your Retirement What You Need to Know About Social Security Retirement Plan Detectives Working With A Financial Professional

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

Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Financial Hacks for Millennials: Ways to Use Your Tax Refund

There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.

Hindsight 2020: 6 Ways We Learned to Save

During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

View all videos arrow