Broker Check
Paula C. Swain, CFP®

Paula C. Swain, CFP®

Financial Planner

Paula Swain is a retirement specialist dedicated to helping her clients achieve a successful retirement.  Paula 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. 

She also focuses on helping women after the death of a loved one or after a divorce.

 Paula provides guidance in the following areas:

  • Saving and investing 
  • Income Strategies 
  • Retirement Planning 
  • Estate Planning
  • Tax Reduction Strategies 
  • Life, Disability, and Long-Term Care Insurance Options

Paula is a past columnist for the Observer & Eccentric news- paper. She has the honor of being selected as a Five Star Wealth Manager* for 2014, 2015, 2017 and 2018, and has appeared in Hour Detroit and DBusiness magazines.

A lifelong Metro-Detroiter, Paula has resided in Brownstown for over 20 years with her husband Greg and their five children.

 

 

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to https://fivestarprofessional.com.