Swanson Vann Family Financial Planning

We believe that being prepared and ready for the major events in one's life is the key to living well and that having a thorough, detailed process for developing the right plan can help ensure that you and your family are well-equipped to enjoy the future.

Our process allows us to fully address your needs, prudently manage risks, identify the most relevant strategies and provide the flexibility to create a plan that encompasses all aspects of your life and is truly unique to you. Here is a logical progression of how our process works:

Understand
As with all meaningful relationships, we'll begin simply by getting to know one another. It ensures that we have a solid understanding of your personal goals, financial situation, investment experience and comfort level with risk and that you're aware of our experience and capabilities.

Design
We'll analyze the information you've shared with us and design a plan intended to help you reach your objectives. We often collaborate with other specialists, such as your CPA or attorney, to help ensure that your plan is cohesive and encompasses all aspects of your life. Our team uses sophisticated financial planning software that generates hypothetical models for demonstrating the financial effects of various plan strategies. We'll present our findings and recommendations to you, answer all your questions, consider alternatives and make any necessary adjustments. Once completed, we will then outline the steps we need to take to implement your plan.

Implement
After we've discussed your plan in detail together with you and fully addressed all your questions and concerns, we will execute your customized strategy using the extensive tools and resources available to us through Raymond James.

Manage
Once implemented, we'll continually monitor the performance of your plan relative to your objectives, suggesting any appropriate adjustments as necessary. A key here is that you stay actively involved in the process, letting us know about any significant changes in your life. We'll meet with you on a regular basis and provide ongoing account activity reporting to help make sure that your plan remains true to your needs and objectives over time.

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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