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    Wealth Accumulation

    Your retire ONCE. We help people retire EVERY DAY.

    Wealth Accumulation

    You may be able to use time to your advantage when investing for wealth accumulation.

    The longer you invest, the more potential your money has to compound interest. If your portfolio has not fully recovered from losses in recent years, you may wish to consider a more aggressive allocation to make up for lost ground and get back on track to accumulating wealth.

    However, with fluctuations in the stock market, it is important to remember that more conservative retirement strategies typically have only a portion of the assets invested in the stock market. Allocations can be set aside for more conservative investments and/or secured* income contracts such as annuities. Annuities are long-term vehicles designed to generate supplemental income during retirement. They have minimum guarantees backed by the strength and claims-paying ability of the issuing insurance company. After all, the last thing you want to do is lose more ground during the next market correction.

    * Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing carrier.


    Strategies for Financial Independence

    To schedule a time to discuss your financial future, contact us at info@swan-capital.com or call us at 850-380-9558 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a tax or legal professional on any such matters.

    Contact Us

    Phone: 850-380-9558
    Email: info@swan-capital.com

    Our Location

    107 W. Gregory Street
    Pensacola, FL 32502

    2053 Dauphin Street
    Mobile, AL 36606

    1539 U.S. Highway 98, Suite 301
    Daphne, AL 36526


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