Business Owners
When Business gets too good to monitor your own investments ... or those of your employees, it's time to hire Swords Wealth Management, LLC.
Business owners...
- STAY focused on day-to-day operations of the business(es)
- WANT personal investment assets in company plans integrated with their outside portfolios
- DESIRE an income tax plan that coordinates company plans and personal goals
- REQUIRE liquidity to provide for future tax liabilities
- EXPECT someone to unburden the family from the complexities of filing tax returns
- UNDERSTAND delegating certain responsibilities while requiring accountability for personal as well as business financial and investment planning and implementation.