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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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Reviews annual enrollment dates and options for Medicare participants.

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Shows how transfer-on-death designations help avoid probate costs.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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This calculator can help you determine how soon you can pay off your mortgage.

Estimate the future value of your current savings.

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

Determine whether you should consider refinancing your mortgage.

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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