Retirement Income Strategies

CONNECT

Address:

1225 S. Main St.
Plymouth, MI 48170

Phone:

(734) 738-6300

Fax/Other:

(734) 237-3959

About Us

 

Paula C. Swain, CFP®

Paula Swain is a Retirement Specialist dedicated to helping her clients achieve a successful retirement. She specializes in retirement income strategies and distribution planning, which seeks to help her clients preserve their capital, protect against outliving their money, and provide income for the rest of their lives. 

Paula is a featured columnist for the Observer & Eccentric newspaper. She has the honor of being selected as a Five Star Wealth Manager* for 2014 and 2015, and has appeared in Hour Detroit and DBusiness magazines.

Paula is affiliated with the America Group Retirement Strategy Centers and LPL Financial. LPL Financial is one of the leading independent financial services firms (as reported by Financial Planning magazine, June 1996-2016, based on total revenue). Unlike many other brokerage firms, LPL does not develop its own investment products, enabling their investment professionals to offer truly objective financial advice. Paula is also licensed in life, disability, health, and long-term care.

A lifelong Metro-Detroiter, Paula has resided in Brownstown for over 17 years with her husband Greg and their five children.


 *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 and 2015 Five Star Wealth Managers.

Client Services Team

Michelle Shenton | Client Services

Michelle ensures that our clients receive the best possible service. She serves as a

primary client contact should you have any administrative questions about your

wealth management plan. Michelle has accumulated 10 years of experience in the

financial services industry and is registered with LPL Financial as a Series 7 Registered

Representative for Securities.

Sally Cholewka | Para Planner 

Sally is responsible for assisting with Financial Planning, Case Design and Business

Development. Sally has her Series 7 and 66 registrations held with LPL Financial. She is proficient in various financial

planning applications that are used to help clients plan for a specific goal, or in

the development of a comprehensive plan.

Benson Frost | Business Development Specialist

Benson is responsible for assisting with Financial Planning, Case Design, and Investment

Research. He is knowledgeable with Morningstar, Post Retirement Navigator, Financial

Profiles, LPL’s Portfolio Manager reports and other financial planning programs.

Daniel Lone | Information Technology Systems Administrator

Dan ensures that our technology is compliant. He assists with troubleshooting malfunctions

and provides insightful evaluations with regard to new software, computers,

phones and other devices.

Tod R. Phillips, CLU, ChFC | Chief Compliance Officer

Tod’s 40 years of industry experience offers a remarkable amount of knowledge

and expertise to Swain Financial, LLC. Tod is a specialist who manages all compliance

systems and operations and has helped us implement a rigorous due

diligence process.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC