About Sweatman Insurance & Retirement Services

Sweatman Insurance & Retirement Services is a financial planning firm that focuses on identifying any gaps that may exist between each client’s current circumstances and where they want to be at some future date. Good planning is a function of first identifying reasonable goals then creating strategies to meet those goals. Changing family dynamics, changing health and changing market conditions all come into play. The plan must adapt to those changes. A complete plan may involve life and disability insurance as well as investing for retirement and minimizing tax.

Wynn Sweatman, the founder of Sweatman Insurance & Retirement Services, has been in the insurance business since 1974 and has earned a national reputation for his expertise in creating life insurance solutions for families and private businesses. He has focused on wealth creation and estate preservation by eliminating debt obligations and minimizing tax.

Sweatman Insurance & Retirement Services helps families and business owners with:

• Retirement planning
• Estate planning
• Investing
• Tax Planning
• Business succession

For detailed information on financial planning concepts please visit Sweatman Insurance & Retirement Services website.

Sweatman Insurance & Retirement Services offers mutual funds through Quadrus Investment Services Ltd. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.