About us

Why Does Planning Your Financial Future Often Feel Overwhelming?
A living life insurance policy is not what your parents or grandparents had - they can provide for many flexible types of safety nets. Life insurance can provide a financial nest-egg, mortgage protection, fulfill funds for long-term care expenses all while keeping the tax man away. And when you leave your family legacy, tax-free benefits take good care of your heirs.

As a nationally licensed insurance provider, I have a financial oath to work in your best interests. I provide FREE consultations to make sure the plan you have in place is the best plan for you with ZERO fees, ZERO sales charges!

Group health insurance is similar to individual coverage, but there are some major differences. SW Financial Concepts will help explain the options so you can better understand what suits your small business and employees the most.