Broker Check

Blake Swenson

Where the rubber meets the road...

I work with a team of industry specialists to provide business owners, and individuals with complex financial situations the financial guidance and service they deserve. Using tailored tools and resources, we navigate the ever-changing financial landscape so our customers can focus on the many other fulfilling aspects of their lives.


Below you'll find various educational topics refreshed daily. Take a look to see if they might be helpful to you. 

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
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Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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