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Swan Financial Planning provides an easy, affordable way for individuals and families to get answers to their financial questions. Personal financial planning and advice is provided for an hourly fee, as needed and without the need to buy something or open an account.
Swan Financial Planning is the professional advisory services of Dylan L. Ross, a CERTIFIED FINANCIAL PLANNER™ practitioner. Dylan founded Swan Financial Planning, a New Jersey Registered Investment Adviser firm, in October 2005 after spending five years as a financial advisor at a large Wall Street firm. Seeing a need to separate professional financial advice from product sales due to the inherent conflict of interest, Dylan established Swan Financial Planning as a fee-only practice with no minimum asset or net worth requirements. Fee-only means no commissions or third-party compensation is ever accepted and no products are for sale. Swan Financial Planning offers pure, objective advice that is always in your best interest.
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Dylan also believes that financial planning and advice should be accessible to everyone that needs it, thus clients of Swan Financial Planning come from all walks of life. Some are do-it-yourselfers – they take Dylan’s advice and implement it on their own – while others are do-it-with-helpers – they take Dylan’s advice and ask for help with implementation. Services are customized to meet individual needs, so you only pay for what you need.
“Swan” stands for “Sleep well at night,” the expected outcome when you know your finances are in good shape. |
