Why Choose Swanke Financial

The Swanke Financial Difference:

Our procedures and techniques have been refined by years of experience making us an efficient company for wealth management services.

We Are:

Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that best meets your needs.

Understanding - We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.  By taking a consultative approach to your entire financial picture our plan helps you get to where you want to go.

Educated - Continued industry education to stay in-front of new challenges and opportunities. Beyond the industry required continuing education courses, we participate in dozens of classroom learning, seminars and conference calls. We do this for one reason only… to better serve you with the latest and time-tested strategies.

We Provide:

Independent Products - We do not exclusively offer proprietary products, we can choose from literally thousands of investment & insurance products in our industry. The only caveat is that the products or services help pursue your objectives.

Technology - View your account statements, account values, holdings and transaction histories online.