Swaine & Leidel – An Independent Firm

Wealth

SERVICES

Central Florida’s Retirement Professionals

About Us

The advisors at Swaine & Leidel Wealth Services are Central Florida’s retirement professionals. We provide financial and estate planning, investment management with a commitment to the highest quality personal service. Our goals are to help clients accumulate and manage wealth in retirement and designing an income plan while conserving and investing their capital.

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Our View

Today Americans are living longer, healthier and
more productive lives. But will they have enough
capital for retirement and will it generate enough
income for them to live on? Will they be able to leave something to their children? Or a favorite charity? Or help their grandchildren? Swaine & Leidel Wealth Services was formed to help native and newly arrived Floridians address these questions.

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Our Commitment

We established Swaine & Leidel Wealth Servicesbecause we believe individual investors need more than just knowledgeable and impartial financial advice to manage wealth for retirement. To be truly successful, they also need access to the sophisticated estate planning, asset management and insurance services normally reserved for corporate executives and the very wealthy.

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Investment Strategy

Once a client’s financial requirements for retirement have been determined, Swaine & Leidel reviews the client’s investment time horizon and tolerance for risk.

Risk Management

Preserving our clients’ capital is our top priority. We employ a number of strategies to hedge asset positions and reduce volatility.

Client Service

Personal attention is at the heart of our service. As a service-intensive firm, our advisors make every effort to understand each client’s specific needs and tailor our services accordingly.

Our Services

Areas of Concentration

Retirement Planning

Estate Planning

Retirement Planning

In an age where people are living longer and guaranteed benefits are disappearing, it is important to seek the advice of a financial professional who understands the challenges that today’s retirees face.

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Estate Planning

Recent changes to the estate tax laws have reduced the need for most individuals to create complex financial estate plans. However, your estate may still face unnecessary taxes, may possibly be subject to probate, or other financial hardships that could be avoided with proper planning.

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