We offer products and services to help individuals and businesses prepare for short- and long-term financial needs. 


Retirement - IRAs College Funding

  • 401(k) and 403(b) rollovers

  • Estimating future costs

  • SEP/SIMPLE plans

  • 529 Plans

  • Traditional/Roth IRAs

  • Coverdell Education Savings Accounts

  • Transfers and rollovers

Wealth Accumulation Legacy & Estate Planning*

  • Financial planning

  • Long-term care

  • Asset allocation plans

  • Trust review

  • Investments, mutual funds, bonds and annuities

  • Philanthropic gifting

  • Portfolio management

  • Life insurance review

*offered through SWBC Investment Company