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 The financial management process at Swisher & Walker Financial Group begins with an in-depth evaluation of your current financial situation. As financial planners, we examine all aspects of your finances including income taxes, investments, business plans and insurance programs. After your overall financial objectives have been established, we help to identify and implement solutions to achieve your financial goals.
The mission of Swisher & Walker Financial Group is to be your “financial coach”. In a world of complicated financial issues, our goal is to help guide you to make sound financial decisions and to “win the game” by achieving your financial goals.
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 Personal & Business Income Tax
Swisher & Walker Financial Group has prepared thousands of all types of income tax returns for individuals and businesses, including:
- 1040 Personal Income Tax
- 1120 Corporate Income Tax
- 1120S S-Corporation Income Tax
- 1065 Partnership Income Tax
- 1041 Fiduciary Tax Return
- 706 Estate Tax Return
- 709 Gift Tax Return
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IRS Audit Services
 Swisher & Walker Financial Group has full time enrolled agents on staff who can represent individuals or businesses before the IRS. Our audit services are limited to Swisher & Walker Financial Group income tax clients.
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Retirement Planning Services
Everyone hopes to achieve a successful retirement. Swisher & Walker Financial Group can help you plan for the financial aspects of retirement including:
- Lump-sum needs analysis
- Cash flow budgeting
- Tax planning
- Investment structuring
- Qualified/non-qualified plan distribution planning
- Wealth preservation
- Beneficiary structure planning
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Investment Services
With ever-changing economic conditions and market swings, Swisher & Walker Financial Group advocates investing sensibly over the long run. Only after reviewing your complete financial condition do we provide investment advice. As fully licensed brokers, our investment products include:
- Mutual funds
- Common and preferred stocks
- Bonds
- Unit Investment Trusts
- Fixed, index and variable annuities
- Wrap and separately managed accounts
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College Funding Services
 Swisher & Walker Financial Group can help implement strategies to finance higher education costs. Specifically, we can calculate an expected cost and the means by which to save the funds.
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Bookkeeping & Payroll Tax
 Swisher & Walker Financial Group works with many small business owners to help organize their business finances. We are set up to prepare unaudited financial statements and to perform client write-up services. Our payroll services are customized to our clients needs. We can perform full service payroll check preparation or after-the-fact payroll form preparation.
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 Insurance Services
Every financial plan needs to plan for the unexpected. In order to provide financial security, Swisher & Walker Financial Group offers insurance products to meet the unexpected events of life. With a diverse arsenal of companies, our product selection includes:
- Permanent, term and variable life insurance
- Individual and group health insurance
- Short and long-term disability insurance
- Comprehensive long-term care insurance
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