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Client Access

Portfolio Design + Service

Our Independence as a firm allows us to build custom portfolios tailored to your short term, long term and lifetime needs. We manage and measure plans based upon your personal benchmark – putting you in control. Our proven Master Plan™ process ensures you are informed with regular updates and Rhythm Review Meetings, allowing your portfolio to support you at every age and stage of life.

INDEPENDENT FIRM

  • Portfolio Dynamics – Fluidity, Liquidity, Options, Results
  • Transparent Architecture – Cost, Analysis, Comparisons, Triple Oversight, Strategy Filter
  • Loyal to Client Solutions and Results vs Products

TYPES OF CAPITAL

  • CORE CAPITAL – SUSTAINABLE INCOME
    Tax Efficient, Comfort & Lifestyle need, and Less Correlation to Market Forces
  • PATIENT CAPITAL – LONG TERM GROWTH
    Strategic Focus with Tactical Adaptability Blend Actively Managed and Passive Investment Vehicles Used to Convert to Core Capital in Future

ACCUMULATION TO DISTRIBUTION

  • Building Wealth to Utilize Wealth
  • Sequence of Returns
  • Money Buckets (Taxable, Tax Free, Tax Deferred)
  • Correlation Analysis

We welcome the opportunity to learn about your unique situation.

Connect with us today and start a conversation

Schwan Financial Group
401 Vivian Street South
Aberdeen, SD 57401

Phone (605) 225-1047
Toll Free 1-800-456-1349
Fax (605) 225-6708

Contact Email

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.

Copyright © 2024 Schwan Financial Group

Link to Client Relationship Summary form can be found at http://kovacksecurities.com/Form_CRS.pdf