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Our Process

Using a holistic approach, our goal is to paint a complete picture of your financial life and make each comprehensive part complement one another. Together, we can build your financial roadmap which can be carefully constructed to fit your wants, needs, and risk parameters. 

As a fiduciary, we are legally and ethically obligated to put our client's best interest first. Using a fee-based structure is mutually beneficial for the advisor and client so that when your portfolio is doing well, so are we.

Switzer Financial provides investment management for family and individual accounts in excess of $100,000. If you feel you can get there with our help, contact us and we can assist you in reaching that.


Initially, we will schedule a phone meeting to introduce ourselves, learn about you and determine if there is a match between your wants and needs and the services we offer. If we find that there is, we will schedule an in-person meeting for due diligence and to begin our advisory relationship. 


We will build an understanding of what you want and design a financial roadmap to get you there. Determining the goals you have, the future you envision, the needs you have, the concerns you have. Looking at the big picture to evaluate the choices you have to achieve financial success.

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We will continuously monitor your portfolio, educate you and answer any questions you have. By frequently staying in touch, you'll always be up to date on both possibilities and results. Regular statements will provide information on what has occurred in the portfolio and how assets are doing.

Our Services


When it comes to your financial future, the most important factor in your favor is your age. Your goal should be to begin building enough assets to provide adequate income to meet your needs throughout retirement - accounting for factors like increase longevity, healthcare costs and inflation. Wherever your life leads you, we can assist in managing your cash flow and allocating resources to meet your long-term plans. However, the planning doesn't stop when the paycheques do. We make the most of your assets and income streams to effectively recreate the predictable cash flow of a steady paycheque in retirement.


Our disciplined planning process accounts for your short- and long-term goals, your tolerance for risk and your stage of life, while also keeping a watchful eye on today’s complex domestic and global markets. In our experience, that’s the best way to customize a comprehensive, diversified portfolio that is flexible enough to meet your needs now and in the years to come. We analyze each potential opportunity to find just the right ones for you, your family and your goals, while also helping to manage your liabilities so you feel confident in your complete financial picture.


One of the most important functions we do is helping you protect all you have worked to build. We will help build a contingency plan that can prepare you for the unexpected and help limit the negative effects of any potential risks. We can prepare you by doing things like ensuring you have the right types and amounts of insurance, ensuring that your money lasts as long as you do through retirement, and ensuring your legacy is protected for generations to come.


I am licensed in both ab and bc and actively use insurance for existing clients and their family members to complete the holistic approach of risk management in your life. We do not actively approach insurance only for new clients, as I prefer to use insurance for the existing clients only. If you need help with insurance personally, you can call our office and we can discuss your options.