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Monthly Archives: August 2020

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  3. August

2020 May Be A Good Time For A ROTH

  • Post author:admin
  • Post published:August 26, 2020
  • Post category:Articles

Even during difficult financial times, opportunity can come knocking at your door. There is very little doubt that the current COVID19 pandemic has wreaked havoc on the U.S. economy, affecting…

Continue Reading2020 May Be A Good Time For A ROTH

Summer Home Security Tips

  • Post author:admin
  • Post published:August 19, 2020
  • Post category:Articles

Your home is your pride and joy and you should always feel safe and secure when you are in it.Summer is upon us and the warmer temperatures mean we are…

Continue ReadingSummer Home Security Tips

Estate Planning & Unpaid Debts

  • Post author:admin
  • Post published:August 12, 2020
  • Post category:Articles

When we pass, there will be debts that are left unpaid even if we stay caught up with our financial obligations. At the very least, there will be the medical…

Continue ReadingEstate Planning & Unpaid Debts

Ask THIS Before You Claim Social Security

  • Post author:admin
  • Post published:August 5, 2020
  • Post category:Articles

Should I claim my Social Security benefits now? Itโ€™s a common question, and itโ€™s one that youโ€™re very prudent in asking. Timing is the biggest facet in maximizing your benefits.…

Continue ReadingAsk THIS Before You Claim Social Security

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  • Income Planning
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  • Wealth Management
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  • Life Insurance
  • Insurance Solutions
  • Empowering Women
  • 401(k)
  • Generational Vault

About Us

%%COMPANY NAME%% is a full service retirement planning company serving %%CITY, STATE%%'s surrounding communities.

   

Our Services

  • Retirement Planning
  • Tax Planning
  • Income Planning
  • Investment Management
  • Wealth Management
  • Social Security Maximization
  • Life Insurance
  • Insurance Solutions
  • Empowering Women
  • 401(k)
  • Generational Vault

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  • New Mexico Office:575-222-0389Opens in your application
  • California Office:(562)-799-5560Opens in your application
  • Fax:(562) 286-8505
  • Email:info@CSwans.comOpens in your application
  • Home
  • About Us
    • Our Firm
    • Strategic Alliances
  • Services
    • Generational Vault
    • Life Insurance
    • Insurance Solutions
    • Wealth Management
    • Empowering Women
    • Tax Planning
    • Social Security Maximization
    • Investment Management
    • Income Planning
    • Retirement Planning
  • Get Educated
  • Workshops
  • Articles
  • Contact
  • All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cratty & Swanson Advisors L.L.C. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Cratty & Swanson Advisors L.L.C. a Registered Investment Advisor in the State of New Mexico. Insurance products and services are offered through Cratty & Swanson Insurance Services LLC (CA #0G94679), an affiliated company. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of New Mexico or where otherwise legally permitted. We are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.