Working with the Rickaway Swisher Group
As a team, we believe that managing your finances well requires an understanding of how they impact your life at large.
Before we offer advice, we always start by asking questions, listening, and learning about you, your family, your values and goals. Then, through an ongoing partnership, we’re committed to overseeing your wealth and helping you make decisions in alignment with your overarching purpose.
A consultation to get to know one another
Understand your goals, aspirations, risk tolerance, & whole financial picture
Develop a financial plan and investment strategy customized to your needs
Regularly monitor, adjust your strategy, and be here as your partner
Questions About What to Expect?
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