Schwan Financial Group

Overview

Schwan Financial Group serves generational families through a holistic approach connecting financial planning, tax work, portfolio management and risk management. The firm designs customized plans around each family’s vision, circumstances and goals.¹

History

The firm says it has worked alongside clients for almost forty years and built its reputation through a caring culture, service and execution.¹

Leadership

The firm’s team page identifies John P. Schwan as Founder; Kyle Schwan as President and Partner; Ethan Littlejohn, CPA as Vice President and Partner; Kevin Schwan as Partner; Kory Schwan as Partner; and Lance Mohr, MBA as Partner.²

Services

Schwan Financial Group’s services include Master Plan design and management, tax planning and preparation, portfolio design and service, and risk management.³

Its holistic Master Plan approach incorporates a client’s vision of an ideal financial future and evolves through different life stages. The Master Plan Management System begins with discovery, clarifies the client’s current position and desired future, develops an actionable plan and continues with ongoing management.⁴

The firm describes its ongoing service as a year-round “Lifetime Connector” that keeps the financial plan aligned across the client’s financial framework.⁵

Tax planning includes analysis of tax returns and legal and financial documents, federal and state income taxes, Social Security, estate and gift tax, retirement and employee benefits, and entity structure. Schwan Financial Group develops written tax-planning options, coordinates implementation with professional alliances and clients’ advisers, and aligns tax work with the client’s Master Plan.⁶

Portfolio services address short-term, long-term and lifetime needs. The firm says its independence allows it to build custom portfolios measured against each client’s personal benchmark. Its framework includes sustainable-income core capital, long-term-growth patient capital, tax-aware accumulation and distribution, sequence-of-returns analysis, money buckets and correlation analysis.⁷

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Risk and insurance
• Retirement planning

Client Focus

The firm is oriented toward generational families seeking coordinated guidance across planning, taxes, investments, risk and family resource distribution. Its process is designed to adapt as family priorities and financial circumstances develop.¹

Approach

Schwan Financial Group’s holistic approach starts with a family’s vision and connects implementation across the financial plan. The firm emphasizes discovery, written planning, coordination with professional alliances and clients’ advisers, and ongoing management so decisions remain aligned over time.⁴

FAQs

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Sources

1. Schwan Financial Group About
2. Schwan Financial Group Our Team
3. Schwan Financial Group
4. Master Plan Design and Management
5. Tax Planning and Preparation
6. Portfolio Design and Service
7. SEC Investment Adviser Public Disclosure Form ADV

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.