Here you will find links to brochures, articles and calculators to help you understand where you are and how to get where you want to go.  There is no substitution for working with a professional so when you have done your research and calculations, give us a call.

Articles

• Understanding Annuities

• 10 Proven Strategies to a Secure Financial Future

• Creating a "Super IRA"

• Consistant Retirement Income

• Dealing with Risk in the Market

• Long Term Care through Life Insurance

• Estate Planning with ILITs

Calculators

• Mortgage Payoff

• Stock Option Planning

• Calculating Required Minimum Distribution

• Do I have enough to retire?

• Is a Roth Conversion for me?

• Building toward retirement

• Estate Planning

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Kevin C. Swanson is a Registered Representative with and securites and financial planning services are offered through LPL financial,
a Registered Investment Advisor. Member FINRA/SIPC www.finra.org www.sipc.org
The LPL Financial Representative associated with this site may only discuss investments with residents of California and Nevada.