Financial planner Merrill Lynch Financial Advisor William Swancutt 1255 Lee St SE Suite 150, Salem, OR 97302

Services Offered

• Investment Planning
• Retirement Planning
• Estate Planning
• Tax Strategy Development

How Engagements Work

When you engage with William Swancutt, you can expect a personalized approach. Initial consultations typically involve a thorough discussion of your financial goals, current financial situation, and any specific needs you may have. Be prepared to share documents such as recent tax returns, investment statements, and any other relevant financial information to facilitate a productive discussion.

What You Should Bring

To make the most of your consultation, consider bringing the following documents:

• Recent income tax returns
• Investment account statements
• Retirement account details
• Insurance policies

Frequently Asked Questions

• What types of clients do you typically work with? We work with individuals and families looking for comprehensive financial planning services.
• How do I schedule a consultation? You can schedule a consultation by calling (503) 540-4236 or visiting our office.
• What should I expect during my first meeting? During your first meeting, we will discuss your financial goals and review your current financial situation.
• Are your services fee-based or commission-based? Our services can be structured either way, depending on your needs and preferences.
• How often should I review my financial plan? It's recommended to review your financial plan at least annually or whenever there are significant life changes.
• What qualifications do you have? William Swancutt holds relevant licenses and certifications as a financial advisor and has extensive experience in the field.
• Can you help with tax planning? Yes, we offer tax strategy development as part of our financial planning services.
• How do you charge for your services? Fees may vary based on the services provided and will be discussed during your consultation.