Welcome to SWC Wealth Management
Since 1981, we have been helping people manage their tax and investment* needs. By getting to know each and every client, we can assist you in making the very best decisions to pursue your financial goals.
Our philosophy of client-centered asset management assures you that we will take time to understand your current and future financial needs.
We believe in a team approach and our team is ready to assist you with all of your financial planning* needs.
* These services are offered by Ronald Sniegocki through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The item most homeowners forget on their home improvement project checklist is insurance.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial advisor about changes in your situation.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”