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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Second marriages are a trigger event to revisit any existing estate strategies.
At what point can you call a personal vehicle commercial?
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.
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.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
You’ve made investments your whole life. Work with us to help make the most of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The market is as unpredictable as the weather. We’d love to help you prepare.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Do you know how to set up your financial goals for success? This knight does.
A special needs trust helps care for a special needs child when you’re gone.