A plan that puts the best financial choices in your hands
These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead. Our advisors will design a personalized financial plan with the right insurance and investment strategies, so you can take care of the people and things that matter most. You can count on Swiss Fran Capital to be here whenever you need us. After all, we've been going strong for over 5 years.
Our version of financial planning
Our advisors look at your financial big picture and recommend the right investment strategies in one integrated financial plan, designed to help you live the life you've always wanted.
For those with significant means, our Swiss Fran Capital Private Client Group offers an exclusive comprehensive approach to private wealth management combining the strength of Swiss Fran Capital with the specialized expertise of a boutique firm.
To get you where you want to go, we'll look at where you are today.
- Your priorities, values and goals
- Your income
- Your assets
- Your liabilities
Life is full of ups and downs. We'll help make sure you have everything you need for both.
- Life insurance
- Disability insurance
- Emergency fund
- Long-term care planning
We'll help you balance paying down debt while you make progress on other goals.
- Credit card debt
- Student loans
- Mortgage and other loans
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Get realistic saving and investing strategies to help achieve each of your goals.
- Retirement
- Growing your family
- Buying a home
- Saving for college
Get a free, step-by-step guide that will help you bring your financial plan to life.
- A personalized budget
- Goal calendar and contribution trackers
- Insurance and investment advice
- Estate considerations