PLAN FOR TOMORROW…TODAY

 

Certain milestones in life are guaranteed to happen, and successfully planning for these milestones may help you retain or achieve your financial strength.  Whether you’re planning for retirement, buying your dream home, saving for a college fund, or leaving a legacy, SWBC Wealth Management will help you achieve your goals.

 

Over the years, we have provided quality investment solutions that focus on your needs.  We take pride in making a difference in the financial stability in each of our clients – one investor at a time.

 

 

 

OUR FOCUS

 

SWBC Wealth Management believes planning is the key to long-term financial success. That is why SWBC emphasizes the financial consultation process to help our clients make informed decisions as we work together toward your financial goals.  We will address key aspects of your financial situation and provide a comprehensive view of where you stand today.  We will also chart your expected progress based upon your current savings and investment strategies. 

 

With the help of SWBC, you will be able to address the financial issues that will dramatically impact your life.

 

  • Will I be able to afford retirement?
  • How much money will I need to fund my children’s education?
  • What kind of retirement plans can I offer my employees?
  • Will we be able to buy that dream home?
  • Will my assets pass to my heirs the way I would like them to?
  • Will I become financially responsible for my parents or relatives?
  • Is there an organization or charity to which I intend to endow part of my estate?
  • How should I manage my daily finances?
  • How can I protect my wealth and my family?
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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