{"id":161,"date":"2016-10-25T15:19:54","date_gmt":"2016-10-25T15:19:54","guid":{"rendered":"http:\/\/lawyer2.mythemecloud.io\/?page_id=161"},"modified":"2023-06-19T16:56:54","modified_gmt":"2023-06-19T16:56:54","slug":"home","status":"publish","type":"page","link":"https:\/\/gpswp.com\/cswans\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t
\r\n%%COMPANY NAME%% aims to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. \r\n\r\n\r\n <\/span>\r\nSchedule Complimentary Analysis <\/i> <\/span>\r\n<\/span>\r\n<\/a>\r\n<\/p><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t Whether you are in the asset building phase or are already retired, we can help with:<\/p> As a fiduciary, we are legally obligated to put our client’s interests first. Our plans are unique to the clients that we serve. Each one is customized to fit your individual and family needs, as well as the needs of your small or large business. The first step in working together is to complete the color of money risk analysis by clicking\u00a0here<\/a>.<\/p> *Insurance offered through Cratty & Swanson Insurance Services<\/em><\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t \n\t\t\t\t\t\tOur Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients\u2019 wills, estate plans\/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client\u2019s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t \n\t\t\t\t\t\tOne essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t \n\t\t\t\t\t\tIncome planning for retirement can be a daunting task for many retirees because there is a lot to learn. At %%COMPANY NAME%% , we are here to help you navigate throughout each of the three income planning phases \u2013 accumulation, distribution, and preservation or transfer \u2013 and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t \n\t\t\t\t\t\tAt Cratty & Swanson Advisors L.L.C., we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients\u2019 investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies are designed based on your investment goals.\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t \n\t\t\t\t\t\tDuring our discussions, we encourage clients to carefully evaluate their risk tolerance and to develop an overall financial strategy that balances potential safety and growth. From our discussions and examinations, we\u2019ll work with you to utilize retirement products and strategies designed to help protect, preserve and enhance your wealth.\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\tFinancial & Insurance Services<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\n\t\t\t\t\t\tRetirement Planning\t\t\t\t\t<\/a>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\n\t\t\t\t\t\tTax Planning\t\t\t\t\t<\/a>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\n\t\t\t\t\t\tIncome Planning\t\t\t\t\t<\/a>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\n\t\t\t\t\t\tInvestment Management\t\t\t\t\t<\/a>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\n\t\t\t\t\t\tWealth Management\t\t\t\t\t<\/a>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t