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

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

More Newsletters →