Wealth Management, Financial Planning, Insurance, Benefits
Sweetwater Financial, LLC is a financial services firm commited to client success.
Founded on July 1st, 2011 Sweetwater Financial takes a personal approach to life and goal oriented planning. We listen to fully understand your objectives, apply techniques specific to your goals, and monitor your objectives for life changes.
Our service areas in Personal Planning include Financial & Estate Planning, Investments & Asset Allocation, College Funding Stratagies, Insurances, and Charitable Giving techniques.
Our service areas in Business Planning include, Qualified Plan Funding (401k, Pensions, Keoghs, Simple IRAs and Seps), Buy-Sell Funding, Executive Benefits, and voluntary Payroll Deduction Programs.
We look forward to help you reach your financial dreams. Call and schedule one of the most important conversations you will have.
Kind Regards,
Kevin Hyland
Owner / Financial Advisor
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