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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:

Smiling bald man in a patterned blazer leaning on a table

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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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Estimate the future value of your current savings.

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

How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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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