Swad Wealth Management specializes in retirement planning for people aged 50+ in Sonoma County. Clients come to us because they feel burnt out at their jobs or business, or because they are getting near retirement and are anxious about it, both for financial reasons or personal reasons such as social connections. Planning for retirement is overwhelming, and people are looking for someone to help figure it all out and make sure it is done right. We guide people through a process to help them get a crystal clear vision of their ideal life and create a custom-tailored plan to help them achieve it. You should have the freedom and financial security to enjoy retirement on your terms without all the stress.
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