Swift Creek Wealth Management will work with you and develop a financial plan that helps you feel confident in your financial well-being. An honest approach to YOUR life goals. We will work together to:
Determine your financial priorities
Define Long-term goals
Identify financial weaknesses and vulnerabilities
Create a financial plan that puts you on a path to reaching your goals as well as address any weaknesses
Implement an investment strategy that compliments your financial plan and will grow your wealth while letting you sleep at night.
Benefits of working with with US:
Knowing that you are working with a independent CFP® and Fee-Only professional where the focus is on you and your needs.
The peace of mind that comes with knowing your investment strategies are customized to your tolerance for risk and that you will never be “sold” and investment product.
Portfolios consisting of Dimensional Fund Advisors (DFA) mutual funds (us.dimensional.com). Dimensional Funds offer low cost, highly diversified mutual funds that aim to increase returns based on well researched investment strategies.
Customize a plan that focuses on your long-term goals and aspirations.
Good short-term decisions are the building blocks to long-term success. Partnering with a financial professional will ensure that you are making sound decisions.