In 2007, Swallow Financial Planning (SFP) chose a platform service for their clients. The purpose of this note is to explain why SFP is recommending an investment administration platform. Throughout this note we refer to the Transact platform which is our preferred choice for most clients.
The latest news from Swallow Financial Planning and the financial industry
Within this note we will highlight the Financial Planning areas which clients may need help in the coming months....
Budget highlights...
What did Merle Know? - Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions.
Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions. ...
The latest news from Swallow Financial Planning and the financial industry
