Our Services

At Swisher Financial Concepts, we provide expert assistance for EVERY level of Investor:

Investments

  • Bonds
  • Mutual Funds
  • Common Stock
  • ETFs
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • REITs

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Debt Management

Insurance

  • Individual and Group Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual and Group Health Insurance