Services

It’s Never Too Early or Late to Start Saving for the Future

We Keep Everything Organized For You In One Place

• Budgeting Analysis
• Benefits & Pension Plans
• Accounting Services
• Retirement Planning

Every business decision you make has tax consequences. Our goal is to help you pay the lowest tax rates required by law, while meeting your overall financial objectives. Clients who consult with our tax advisers prior to making major financial decisions can expect a more favorable outcome. By working together proactively, we can help you determine the best tax strategies to achieve your business and personal financial goals.

As an experienced payroll provider, our commitment has always been to offer our clients the high-quality services they need to manage their business payrolls. With our professional and personalized payroll service, your business will receive all the capabilities and services provided by the national payroll companies, but with the added benefit of prompt, personal service whenever you need it.

SW Financial Group, Corp’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, SW Financial Group, Corp. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.