SWAT Financial
Strategic Wealth Accumulation Tactics
“Dig the Well Before You Are Thirsty” There is great wisdom in preparing for the inevitable.
– Ancient Chinese Proverb
Our portfolio of services
Mortgage Protection Insurance
Affordable insurance that provides financial security for your home and your family should tragedy strike
Debt Free Life
Eliminate all your debt including your mortgage in 9 years or less without spending any additional money
Disability
This is a type of coverage that protects your ability to earn a living and its design to replace a major portion of your income if you were unable to work due to illness or injury
Final Expense
Also known as Burial Insurance makes sure that our loved ones aren’t saddled with the financial burdens associated with the passing of a loved one
Critical Illness
An unforeseen crisis due to cancer, stroke or a heart attack could leave us unable to earn income, adding financial stress to an already emotional situation. This type of coverage will pay out a benefit as a lump sum if you are diagnosed with a critical illness
Retirement
Planning for retirement, whether that’s five years from now or 25 years down the road, is something each of us needs to consider. Making smart choices about how much money to save and what retirement planning savings vehicles we use can make a world of difference when the time comes
Life Insurance
With access to over three dozen different carriers we can provide you with affordable insurance that provides financial security for your family when the time comes
Smart Start / College Planning
This program gives your child a head start on saving for their college education, the down payment of their first home and even their retirement
Who We Are?
We are committed to protecting families and individuals every step of their life’s journey. Beyond this, we are committed to serving our communities to expand our role as a sustainable and socially responsible company by promoting several initiatives that empower and provide everyone we come in contact with the necessary resources to encourage personal and professional development.
Contact Info
Serving all of the Continental United States, Alaska and Hawaii
Text us START to talk to one of our licensed professionals
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By texting us you consent to receive SMS messages from us with information, appointment confirmations and reminders. You may opt out at any time by replying STOP, and you can reply HELP for assistance.
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Strategic
Our team does everything with intention, staying focus on the long term vision for our clients, while executing with precision and accuracy, every time, all day, everyday.
Wealth
We create an abundance of valuable assets: Family, Friends, Faith, Fun and Financial Freedom. We build a Life Not an Income.
Accumulation
Through Action, We relentlessly pursue profit with our clients interest in mind by investing our time, energy and resources to achieve it.
Tactics
We teach and utilize clear concise, tangible skills, techniques and proven wealth building strategies that we apply in our lives and business everyday.