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Financial Solutions that make sense!

2764 Chateau Circle
Columbus, OH 43221

Phone:

614-578-9662

Fax:

614-324-3201

E-mail:

Headquartered in Columbus, Ohio and serving federal employees throughout multiple states, Shawn Swanson provides retirement planning preparedness and financial consulting with a specialty in serving the retirement preparedness and financial needs of employees of the United States Federal Government and their families.

Shawn provides assistance with a variety of financial planning concerns including issues related to Thrift Savings Plan, FEGLI, FERS, CSRS benefits and overall retirement preparedness. Shawn's unique combination of education and experience provides federal employees with access to a financial consultant with specific training, experience and resources that can be tailored to individual financial situations.

Explores how investment strategy changes once retirement begins.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Explains how future tax rules may impact deductibility of charitable donations.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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This calculator can help you estimate your annual federal income tax liability.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck