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 equip our clients to make wise financial decisions so they will enjoy life completely.
-Gather Data and Set Goals
-Evaluate Financial Status
Our Starting Point
The starting point towards making wise financial decisions and enjoying life completely is a financial plan. A financial plan provides a road map for your vision and the necessary guardrails (enemy avoidance) you’ll need while traveling down that road.
Our Core Values
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