Helping our clients realize the true potential of their wealth.

Our years of experience in the financial services industry have taught us many things, but most important of all, is this paramount principle: Focus on solutions, not on products.

To successfully arrive at these financial solutions, we know we must deeply focus on you, your family and every aspect of your finances – and what you would like to derive from your wealth.

The way we see it, knowing who you truly are helps us build the future you so dearly envision. It's a very good reason for getting to know us.

Who We Help

One of the biggest rewards we derive is being in a position to help such a diverse range of people and their families plan and prepare for the ever-changing events in their lives.

We help people in and near retirement who have goals of preserving their wealth, maintaining their lifestyles and leaving behind their legacies. We help professionals and businesspeople create comprehensive succession plans for their companies or practices and develop effective strategies for dealing with tax-planning issues. And we help women overcome challenges specific to them such as living without a spouse and planning for the future.

We find our clients to be good people in search of good advice. Earning their appreciation and trust has brought us much satisfaction over the years.

Swanson Vann Family Financial Planning of Raymond James®
Nine Greenway Plaza, Suite 3112|Houston, Texas 77046
Scott Swanson|Direct: 713-787-2122|Tom Vann|Direct: 713-787-2171
Additional Contact Information|Toll-Free: 866-433-9178|Fax: 713-960-0050
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