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At Schwantes Financial we are committed to providing planning-based financial services to help you achieve your financial goals.

At Schwantes Financial our planning approach will help you: Organize your finance and assets, Determine your financial objectives and develop an asset allocation strategy. Services include: Wealth Management, Retirement Planning, Estate Plans, Social Security Planning, Estate Strategies, Insurance Planning and Advisory Services. Our goal is to be your most trusted, reliable, prompt source for financial services.

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