|Insurance Products & Services: Financial Planning
At Swarts, Manning & Associates we understand that in addition to commercial, personal, health, and life insurance requirements, our clients have extensive financial planning needs. You have worked hard for your wealth, and forming a sound plan to protect that wealth is a complex task requiring experience and expertise.
For this reason, Swarts, Manning & Associates has partnered with Intermountain Financial Group, LLC and Massachusetts Mutual Life Insurance Company (MassMutual) to provide financial planning services for our clients. This partnership grants our clients access to the products and services of a Fortune 100 company to meet their individual planning needs. These products include:
* Estate planning services are provided working together with your estate planning attorney, tax attorney and/or CPA. Please consult them for specific advice on legal and tax matters.