Swofford Financial – Lifetime Wealth Solutions

Specialties

You have worked for decades to build and grow your assets. You want happiness, financial freedom, and peace of mind — especially for retirement. We help you maintain your lifestyle, preserve your wealth and create your legacy.

History

Established in 1984.

Swofford Financial’s clients benefit from over forty years of collective team experience. As an independent wealth management firm, our planning process and investment strategies are not influenced by a corporate culture or proprietary products. We serve highly successful individuals nearing or in retirement seeking a trusted advisor-​client partnership based on mutual respect, trust, and integrity.

We identify and solve retirement problems so our clients can spend their time enjoying their family, friends, and desired lifestyle.

Each of our team members brings a unique set of skills and knowledge designed to enhance every client’s experience with Swofford Financial.

Meet the Business Owner

Ali S.

Business Owner

Aleen (Ali) Swofford, President of Swofford Financial, takes her thirty years of planning and investment experience into each meeting with the sole purpose of determining how she can solve her clients’ retirement problems.

Her ability to facilitate open communication and explain complicated financial concepts in an understandable manner puts both men and women at ease. She has faced bear markets, developed sustainable asset withdrawal plans, experienced health issues, and dealt with countless other problems her clients have faced. Creating and adjusting «Lifetime Wealth Solutions» designed specifically for each client’s retirement vision is what makes every one of her days exciting, and what some view as work is truly her passion.

Bachelor’s degree with honors from Oregon State, Master’s & Ph.D. from the University of Southern California. Ali is series 7, 6, 63 & 65 registered. Investment Advisor Representative, Chartered Life Underwriter & Chartered Financial Financial Consultant