SCHWAN FINANCIAL GROUP

For almost forty years, we have walked beside our clients on their lifelong financial journeys. Our reputation has been solidified by our caring culture, exceptional service and ability to deliver. Our holistic Master Plan approach incorporates your vision of an ideal financial future while evolving with the ages and stages of life. Together, we build a solid, supported plan that enables you to better enjoy life's journey - peace of mind included... We have varied and vast experiences working to support families in managing their assets/holdings/resources. We help these families understand, manage, grow, secure, enjoy and distribute their legacy with a customized living plan. In other words, we serve as a multi-family office to many generational families. We are well equipped to take on the complexities that families have regarding their living plan... Our clients value our holistic and integrated planning process that provides a clear path to follow their unique Master Plan.

Also known as: Schwan Financial Advisors, LLC

Primary location: Aberdeen United States