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When partnering with Schwan Financial Group, you will find the greatest success by engaging with our Master Plan Management SystemTM. This proven system takes the complex and makes it simple and actionable, resulting in the attainment of your ideal outcomes. The first step in our process of building a master plan is discovery.
Throughout the process we bring clarity, confidence and capability to your plan.
Building Your Master Plan Begins with the Ideal Plan Process
The Phases of Financial Freedom
PHASE ONE: Where You Are
We provide vivid clarity of your current situation through listening and modeling so you realize the difference between where you think you are, where you actually are and discover what your ideal plan is for the future.
PHASE TWO: Where You Want to Be
With your goals clearly in mind, we present to you the results of your current plan versus our proposed plan. By providing you with a defined starting point and developing measurable situations you will gain the motivation and confidence to act on your complete plan.
PHASE THREE: The Plan to Get There
Time frame can vary depending on the plan structure
This is where everything comes together. Plan implementation is completed. Ongoing management begins.
The Lifetime ConnectorTM
The establishment of a Master Plan is just the beginning. Ongoing management is a rhythmic, year-round, lifelong, all-encompassing activity and affects every facet of your financial framework. We work tirelessly to ensure that your plan remains on the right track.
Schwan Financial Group
401 Vivian Street South
Aberdeen, SD 57401
Phone (605) 225-1047
Toll Free 1-800-456-1349
Fax (605) 225-6708
Check the background of this investment professional on FINRA’s BrokerCheck
Registered Representatives are registered with and securities offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451N Federal Highway, Suite1201, Ft. Lauderdale, FL 33308 (954-782-4771. Investment Advisory Services offered through Kovack Advisors, Inc. A SEC Registered Investment Advisory Firm. Investment Advisory Services offered by John P. Schwan, Jacob Cramond, and Amanda Decker are offered through Schwan Financial Advisors, LLC a State Registered Investment Advisor. Schwan Financial Group and Schwan Financial Advisors, LLC are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Investment Adviser Representatives may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
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Link to Client Relationship Summary form can be found at http://kovacksecurities.com/Form_CRS.pdf