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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.

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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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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

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

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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