Sweitzer Income Planning is an independent financial services firm located in Old Lyme, CT. They specialize in helping individuals create retirement strategies using a variety of insurance products to meet their unique needs and objectives. With decades of industry experience, their team offers personalized solutions to ensure financial longevity and eliminate stress from market volatility.
Through their FinGevity Process, Sweitzer Income Planning helps clients discover their ideal retirement, evaluate their current financial situation, and create a custom strategy to reach their retirement goals. With a focus on income guarantees and asset preservation, they provide peace of mind and confidence in their clients' financial future.
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