Services At SW Financial Management, we provide professional assistance in the following areas: InvestmentsAdvisory AccountsBrokerage AccountsStocksBondsMutual FundsExchange Traded Funds (ETF's)Certificates of Deposit (CD's)Alternative InvestmentsAnnuitiesIRA RolloversEmployer Sponsored PlansIndividual Retirement Accounts529 PlansFinancial PlanningRetirement PlanningEstate PlanningCollege PlanningTax PlanningMoney ManagementInsuranceLife Insurance Key Person Insurance