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Financial Services

Personal Financial Planning

Sweeney Kovar Financial Advisors, Inc., was created to broaden the scope of financial services that we offer to our clients. We offer, through Avantax Investment Services and Avantax Advisory Services, comprehensive and customized financial plans, and insurance services, which are designed to help our clients grow, protect, and conserve their wealth. Our knowledge of our client’s unique tax situations has allowed us to design custom financial programs to efficiently reach their goals. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our comprehensive philosophy is a commitment to addressing all relevant areas of your financial situation. We believe everyone can benefit from a financial plan and leading with a plan is the optimal way to take control of your finances and pursue financial independence.

Our Financial Planning Services offer one off plans or comprehensive plans, and include:

  • Life Event Planning
  • Multigenerational Planning
  • Tax Planning
  • Retirement Planning
  • Education Planning
  • Estate & Legacy Planning
  • Philanthropic Planning
  • Business & Succession Planning
  • Insurance Planning
  • Social Security Planning
  • Debt Management
  • Special Situations Planning
  • Concentrated Stock Positions
  • Equity Compensation

Business Financial Planning:

If you’re a business owner, offering a retirement plan to your employees can have a bigger impact on your business than just the retirement savings. As your Financial Professionals, we can help you design and implement a plan tailored to your unique situation.

Our retirement plan services include:

  • Retirement Plan Design
  • Retirement Plan Management
  • Owners Life Insurance
  • Owner Disability

Tax-Smart Investment Management:

All your financial decisions have a direct or indirect tax ramification to you. Providing tax-smart management of your financial affairs is one of the most valuable contributions that Sweeney Kovar can make to your financial growth and security. As your Financial Professionals, we can ensure your investments align with your financial plan, creating a successful long term and disciplined approach.

Our Investment Management Services include:

  • Investment Selection
  • Investment Location
  • Investment Monitoring
  • Investment Allocation
  • Investment Diversification
  • Investment Rebalancing
  • Tax Loss Harvesting
  • IRA, Roth-IRA, SEP-IRA, 410(k)

Insurance Planning:

  • Gap Analysis
  • Life Insurance
  • Disability Insurance
  • Long-Term Care

Our Wealth Management Advisors: