Guidance. Knowledge. Experience.

 

 

Personal/Family Solutions

Investment Management

  • Rollover IRA's
  • Traditional/Roth IRA Funding
  • Beneficiary IRA's
  • Inherited IRA's
  • Emergency Savings Accounts
  • Brokerage Accounts
  • Charitable Gift Accounts

Risk Management

  • Long Term Care Insurance
  • Long Term Disability Insurance
  • Life Insurance
  • Health/Medical Insurance
  • Medicare Supplement Plans
  • Supplemental Insuance
    • Dental
    • Vision
    • Hospitalization
    • Accident
    • Cancer
 
 
 

Financial Planning

  • Personal Balance Sheets
  • Cash Flow Analysis
  • Budgeting/Spending Reports
  • Income Flow Projections
  • Debt Counciling

College Funding

  • 529 Plans
  • Educational IRA's / Coverdale Savings Plans
  • UTMA/UGMA
  • Custodial Accounts

Estate Planning

  • Trust Accounts
  • Charitable Giving
  • Life Insurance

 

 

Registered Representative, Securities offered through Cambridge Investment Research, Inc.,
A Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative, Cambridge
Investment Research Advisors, Inc. a Registered Investment Advisor.

 Sweetwater Financial, LLC and Cambridge are not affiliated.

 

Our professional advisors are registered to offer securities in the following states: GA, AL, SC, FL

Our professional advisors are registered to offer advisory services in the following states: GA, AL, SC, FL


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