Our Firm
Our Company
Gary Swisher founded Swisher Financial Concepts in 1984 with the goal of providing all phases of personal financial planning with a specialty in retirement and estate planning. Dan Wolford joined Gary in 1997, and the two enjoyed a strong partnership for over 15 years. Dan took ownership and management of the firm in 2010, with Gary still occasionally roaming the halls spending time mentoring the next generation of SFC advisors, while enjoying his winters in sunny Florida.
At SFC, the higher purpose has and always will be…the client’s best interest. Gary always worked from the principal of, "The client doesn’t care how much you know, until they know how much you care”.
We all continue to carry on that mantra in our daily work. It is not about us, it is about our clients. We strive to get to know our clients well and become genuinely interested in their daily lives. It’s there that we discover what it is that a client is actually living for, planning for, and caring for. When we can devise a financial plan that integrates and wraps around a “Life Plan,” our mission is fulfilled and we all win.
Our Process
New to investing or retirement planning? Perhaps you would like some advice on debt management? You may be wondering what the next steps are? This process can be a little intimidating, yet all it takes is a call to our office to set up a free consultation with one of our 4 trusted advisors.
After our initial meeting, we will work through the following steps to get you on the path towards your “Life Plan”
- Gather Data and Set Goals
- Evaluate Financial Status
- Review Recommendations
- Execute Plan
- Monitor Progress