Financial Planning As a SWM investment management client, you benefit from financial planning services at no additional cost. Not currently an investment management client? SWM can still work for you. We offer hourly planning services to certain non-investment management clients. We can guide you through the following:Retirement PlanningEstate PlanningTax StrategiesEducation FundingCash Flow ManagementSocial Security MaximizationFamily Action PlanFill out the Contact Form below to discuss your options. Have a Question? Name Email Phone Question Thank you! Oops!