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Swift Financial Services, Inc.

Financial Services Companies

Description

Swift Financial Services, Inc. provides services in the areas of retirement, estate, investment, insurance, and tax planning for high-net-worth individuals, business owners, and retirees. Its retirement planning services include assessing sources of income, including social security payments, required minimum distributions from IRAs, dividend income from equities, bond yields and due dates, payments from annuities, income from a pension plan, rental income, and additional sources; evaluating needs to determine a minimum monthly cash flow that incorporates the effects of anticipated life events; and calculating to figure-out projected investment growth, anticipated retirement requirements, and factoring inflation into the mix. The companys estate planning services comprise managing estate planning needs of the clients by working with attorneys to create master plans for managing property during life and distributing that property after death. Its investment planning services include reviewing and analyzing clients current investment portfolio to verify that it is aligned with the clients overall financial objectives; and developing and implementing an asset allocation plan specific to the clients needs by recommending investing in mutual funds, exchange traded funds, and individual stocks/bonds. The companys insurance services comprise recommending insurance products to manage the risk. It provides tax planning services in the areas of income tax, investment tax, gift and estate tax, business tax, and life event tax. The company was formerly known as Swift Associates Inc. Swift Financial Services, Inc. was founded in 1985 and is based in Hyannis, Massachusetts. As of January 1, 2012, Swift Financial Services, Inc. operates as a subsidiary of Axial Financial Group, LLC.

Corporate Address

297 North Street One Financial Place Building 3, 2nd Floor Suite 324 Hyannis, MA02601 United States of America

United States of America

508-771-4992

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