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Aleen M. (Ali) Swofford, PhD, CLU, ChFC, President of Swofford Financial, takes her 33 years of planning, investment and client-partner leadership experience and focuses on creative tax-advantaged solutions designed specifically for each client's unique financial situation. Ali specializes in solving problems and minimizing risks for retirement focused clients so they may concentrate on living, loving, and creating a legacy. What some may view as work is truly Ali's passion.
Your ideas on what your life will be like in retirement, how you'll pay for it, when it will come and how much you'll spend once you do stop working may be all wrong.
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