Swanson Financial Services

At Swanson Financial Services, our philosophy is based on the idea that all of our clients need a plan to protect their hard-earned assets. We work with people to protect against a variety of factors, from changing interest rates and inflation to market volatility or shifting life situations.

Founded in 1996, we are an independent retirement planning firm catering to the wealth management and financial planning needs of those in or nearing retirement.We serve clients in the Pacific Northwest as a fee-based, independent Registered Investment Adviser firm. We offer a holistic approach to financial planning, identifying each individual's personal goals and finding solutions that satisfy their unique needs.

Whether you're ready to start drawing the pension you've worked years to earn, or want to keep growing your nest egg, we can help create a strategy that works for you. At Swanson Financial Services, Inc., as your go-to retirement planners, our team of professionals can help you create a well-thought-out strategy for retirement.

David Swanson Sr. has helped clients with their retirement and financial planning needs for nearly three decades. After 10 years on Wall Street, David became an independent investment adviser to betters serve his clients. He loves sharing the essentials of retirement planning on his show, discussing the news and financial information you need to know.

Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.