Mark F Swingle Group

Our mission is to serve individuals and families with independent and trusted financial counsel. Our practice focuses on partnering with clients, financial planning with simple solutions, wealth and risk management and goal implementation.

We work to discover and honor the unique needs of each client. We emphasize developing long-term relationships where we believe our clients are comfortable talking to us about their major life decisions.

We find that our deep involvement and ongoing encouragement helps give our clients the confidence to make smart, disciplined decisions that help them reach their goals and better enjoy life’s journey.

Products Carried: College Funding Estate Planning Investment Management Personal Financial Planning Retirement Planning Special Needs Planning Financial Planning For Women Wealth Planning Cash Flow Management Wealth Preservation Family Wealth Planning Income Planning Portfolio Planning Planning For Retirement Retirement Solutions Financial services

Professional Affiliations: Certified Financial Planner ((CFP® Code of Ethics)

Languages Spoken: English