Finance is an integral part of family life and the glue that holds them together. Having a stable financial plan and future mapped out can ensure that you live a life of comfort, even into retirement, and also provide for loved ones along the way. In the current complex financial markets and tax systems, it can be difficult to manage one's finances in a way that best suits their needs and makes the most out of their money. Here at WMS Financial Planning Inc., we aim to provide a family-friendly financial consulting service, run by a tight-knit family unit who are always happy to offer personalized advise.
Find out more about us here at William M. Swayne – Making Sense of Financial Management. WMS Financial is run by CEO William M. Swayne II and wife, President Candace K. Swayne. William M. Swayne II began his career in the financial services industry in 1972, after graduating from the University of Washington. Following his service to his country, he completed his MBA in finance from City University and earned his CERTIFIED FINANCIAL PLANNERTM certification, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.
Candace is the President and co-founder of WMS Financial Planners, Inc., who is responsible for personnel management, bookkeeping, business processing and strategic planning. Candace spends much of her time handling office operation items that allow the advisers to focus on clients and their planning needs.
Working closely alongside his parents, William M. Swayne III assumes the role as Director of investments. With a BS in Business Management, Bill as he is known has applied his education into the ongoing management of WMS as the director of investments. Bill is responsible for improving efficiency of daily operations to better assist clients. Bill develops investment strategies and financial plans for clients specifically designed to meet their goals and objectives. Believing that education is continually important, he continues to present at educational events on things such as Real Estate Investments, Option Trading, Social Security Maximization, and Asset Allocation. Bill has been a featured speaker for many industry and educational events, and has also been a repeatedly invited as a guest speaker for the Seattle Pacific University graduate finance classes.
As a family-run business, the leadership triumvirate at WMS Financial are able to offer empathetic and personable advise to those looking to secure their financial futures. Check out this WMS Financial – An Overview here to get more information about our services.
Find out more about us here at William M. Swayne – Making Sense of Financial Management. WMS Financial is run by CEO William M. Swayne II and wife, President Candace K. Swayne. William M. Swayne II began his career in the financial services industry in 1972, after graduating from the University of Washington. Following his service to his country, he completed his MBA in finance from City University and earned his CERTIFIED FINANCIAL PLANNERTM certification, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.
Candace is the President and co-founder of WMS Financial Planners, Inc., who is responsible for personnel management, bookkeeping, business processing and strategic planning. Candace spends much of her time handling office operation items that allow the advisers to focus on clients and their planning needs.
Working closely alongside his parents, William M. Swayne III assumes the role as Director of investments. With a BS in Business Management, Bill as he is known has applied his education into the ongoing management of WMS as the director of investments. Bill is responsible for improving efficiency of daily operations to better assist clients. Bill develops investment strategies and financial plans for clients specifically designed to meet their goals and objectives. Believing that education is continually important, he continues to present at educational events on things such as Real Estate Investments, Option Trading, Social Security Maximization, and Asset Allocation. Bill has been a featured speaker for many industry and educational events, and has also been a repeatedly invited as a guest speaker for the Seattle Pacific University graduate finance classes.
As a family-run business, the leadership triumvirate at WMS Financial are able to offer empathetic and personable advise to those looking to secure their financial futures. Check out this WMS Financial – An Overview here to get more information about our services.
I am really impressed to read this post. When you get advice from a certified financial planner for your wealth investment plan, then you get a plan that is well analyzed and all of professional standards are followed.
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