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  • Bob Smith

    SWEATMAN INSURANCE & RETIREMENT SERVICES

    Wynn Sweatman, CLU, CFP, CH.F.C.

    Wynn Sweatman, the founder of Sweatman Insurance & Retirement Services, has been in the insurance business since 1974 and has earned a national reputation for his expertise in life insurance solutions for families and private businesses. He has focused on wealth creation and estate preservation by eliminating debt obligations and minimizing tax.

    Sweatman Insurance & Retirement Services helps families and business owners with:

    • Life & Disability insurance planning
    • Retirement planning
    • Estate planning
    • Investing
    • Tax planning
    • Business succession
     

    STRATEGIES FOR INDIVIDUALS & FAMILIES

    We’ll help you create a plan just right for you

    We’ll help you create a plan just right for you. You can enjoy peace of mind knowing you have a financial plan that provides you with confidence that all of your financial resources are working together toward your long-term financial goals.

    Read more...
     

    SOLUTION FOR BUSINESS OWNERS

    We offer strategic planning for both small businesses and corporations. In today's fast changing business environment you've worked hard to build your business. You may be starting a new venture or want to develop strategies to protect it.

    Read more...
     
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