Schwan Financial Group

The Complete Plan People

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  • Who We Are
    • Our Firm
    • Meet Our Team
  • What We Do
    • The Master Plan Management System™
    • Our Mission and Purpose
  • How We Help
    • The Ideal Plan Process
    • Our Resources
  • Education
    • Our Newsletter
    • Newsroom
  • Contact
    • Location and Contact

Our Mission and Purpose

We are committed to deliver results of client objectives by utilizing creative processes within a system and team approach. The Economics are the “how to plan” and are solved using the system and resources. The Psychonomics are the “why to plan” and are the goals and objectives the clients put in writing.

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© 2015 SCHWAN FINANCIAL GROUP. ALL RIGHTS RESERVED.

Securities offered through Kovack Securities, Inc. a Broker/Dealer Member FINRA/SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771.

Investment Advisory Services offered through Schwan Financial Advisors, LLC, a registered Investment Advisor.

Kovack Securities, Inc. and Schwan Financial Group, LLC are not affiliated.

OSJ office 6451 North Federal Highway, Suite 1201 Ft. Lauderdale, Florida 33308. (954) 782-4771

  • Who We Are
    • Our Firm
    • Meet Our Team
  • What We Do
    • The Master Plan Management System™
    • Our Mission and Purpose
  • How We Help
    • The Ideal Plan Process
    • Our Resources
  • Education
    • Our Newsletter
    • Newsroom
  • Contact
    • Location and Contact