Investment Planning

Swift Financial Services, Inc., can help you with your financial objectives by examining what your tolerance for risk is and identifying your overall time horizon to verify that they are aligned with your overall financial objectives. We can review and analyze your current investment portfolio to verify that it is aligned with your overall financial objectives. 

We will develop and implement a well-designed asset allocation plan specific to your needs. The investment recommendations would primarily come from our "Top-Select" list of investments, which we have intensively developed from a population of mutual funds, ETFs (exchange-traded funds), and individual stocks/bonds.

We will also periodically rebalance your portfolio to ensure its continued disciplined asset allocation approach, as well as to modify your asset allocation plan to keep up with changes in any of your overall financial objectives, risk tolerance, and so forth.