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Scott B. Swanson CFP® Vice President, Financial Planner
5847 San Felipe Road Suite 1400 Houston, TX 77057 Phone: 713-781-7731 Fax: 713-781-7730 Toll-Free: 800-338-7731 Direct: 713-787-2122 Contact Us
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Newsletters- Financial Journeys
Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.
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