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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:

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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.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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How Long Will Your Funds Last?

How much do you need to save each year to meet your long-term financial goals?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Use this calculator to determine whether you qualify for the different types of IRAs.

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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