Enjoy the fruits of your labor. SFC will help plan for your retirement and excite you for what’s to come.
Partner with SFC to design and manage an investment portfolio that is specific to your timeline, risk tolerance, and goals.
Rising education costs require a forward-thinking plan. SFC can help you prepare for one of life’s biggest investments.
Through our comprehensive process SFC will help you identify your exposure to financial risk and work with you to implement measures to mitigate the risk.
Swisher Financial Concepts was founded in 1984 by Gary Swisher with the goal of providing all phases of financial planning with a specialty in retirement & estate planning for individuals and small businesses. Now a Registered Investment Advisory firm with the State of Ohio, Swisher Financial Concepts, Inc. currently employs 8 permanent staff members and maintains a client base throughout the United States.
We lead our clients to do six things really well:
Budgeting is as much fun as dieting. However, the simple truth is we all have to spend money to live. Therefore, be deliberate about what you spend since you’re going to spend your money on something. We believe that ignorance is your enemy.
You’ve probably heard that it’s better to give than to receive. It’s true. Giving to others powerfully helps transform your mindset about money. We believe that greed is your enemy.
Clear lines should exist between needs and wants. Don’t ever borrow money because you want something you can’t afford. We believe that envy is your enemy.
Money is like a flower: plant it properly, water it occasionally, watch it patiently and allow it to grow. Stare at a flower for 24 hours straight and you’ll be convinced it’s not growing. We believe that impatience is your enemy.
Bad things can happen in life. That’s not pessimism, it’s realism. Get a step ahead of the what-ifs. We believe that apathy is your enemy.
Once you’ve developed these habits of wise financial decision-making, then you’re finally free to enjoy money as you spend it on the people, things and causes you’re passionate about. We believe that guilt is your enemy.
We’d love to hear from you. Give us a call and we’ll get started.