SWAN Capital

SWAN Capital is an independent financial services firm that helps individuals and families build retirement strategies. The firm uses a mix of investment and insurance products, and its planning centers on preparing for unexpected medical expenses, creating income to support a desired lifestyle, and reducing taxes in retirement. Topics covered in its community seminars and webinars include estate planning with wills and living trusts, long-term care costs and Roth conversions.

SWAN Capital is a registered investment adviser. Prospective clients can book a 15-minute phone call to talk through their retirement questions. The firm hosts seminars in the community and has offices in Pensacola and Daphne, Alabama. Its educational material is general in nature, and it notes that no investment strategy can guarantee a profit.