FINANCIALLY FOCUSED


June 2021 Newsletter

Have you had an urge to get outside and enjoy the sunshine? For some reason, we at Swenson Wealth Management have all had that urge for summer even more than usual.  And summer is going to be a busy one.

June brings the release of our new book, “Cultivating Financial Well-Being, Financial Planning with Midwest Values.”  Travis Krueger, Mark Kontz and Kathy Kontz collaborated in authoring a book that aims to help readers learn how they can take an integrated approach to retirement planning.

Interestingly, co-author, Kathy Kontz, turns 62 in June, and made the important decision to retire herself on July 1^st of 2021.   After years of being an integral part of the business including marketing, communications and the development of the financial education seminars and materials, Kathy is ready to spend more time with her grandchildren and hobbies.  She really is retiring this time. 😊 

The book is available on Amazon but will be available at our June 24^th Client Event for $5.  Swenson Wealth is going to match all proceeds from the sale of the book at the event and donate all proceeds to the Ronald McDonald House in Sioux Falls, SD.
Speaking of our Client Appreciation Event, we are hoping that clients that live in the Sioux Falls area will be able to join us Thursday, June 24^th for a picnic dinner and entertainment.  It should be a fun night.  Invitations are going out in the mail this week.  Please, don’t forget to RSVP to Makayla at 605-274-8707.   

We can’t forget to mention June is also the time we honor the dads in our lives.  While Father’s Day might be the designated day to celebrate Dad’s, we celebrate all the positive things Father’s do in the lives of their children and grandchildren all year long. Fathers, we honor you. Happy Father’s Day!

Have a great month. Stay safe and healthy!   

Swenson Wealth Management Team

Travis, Mark, Brady, Zach, Suzie, Makayla and Kathy

 

Investment Advisor Representative, Travis Krueger, was a guest on the Keloland Living show on May 18, 2021.   Travis helped explain the different options between IRAs and 401(k)s available and how, with the help of Swenson Wealth Management, you can rest assured you’re setting up the right plan for you.
 

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Asset Protection: Make Sure Your Umbrella Is Big Enough

People make mistakes, no one is perfect, and bad things happen to good people. These plain and simple truisms relate to many of the liability risks involved in everyday life. If something unthinkable occurs and a person is injured on your property, or you or a family member cause a serious car accident, you could be held legally responsible.

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Southern-Style Egg Salad

These egg salad is primarily used to sandwiches and starting off summer right!

Get Cooking

PLEASE KEEP US IN THE LOOP

• Change or add emails
• Eliminate your landline
• Add or change cell phone numbers

You can simply email us with this info to:

MakaylaBoer@swensonag.com

Or call us at 605-274-8707

Also, consider adding us to your email address book. It will ensure you receive our correspondence

¹ https://worldhistory.us/latin-american-history/nazca-lines-the-worlds-first-hot-air-balloon-a-theory-of-ancient-flight-in-peru-nazca-desert-mystery.php

Investment advisory services offered through Alternative Investment Advisors, LLC, an SEC Registered Investment Advisor. Alternative Investment Advisors, LLC and its advisors do not render tax, legal or accounting advice. Fixed insurance products and services are offered through Swenson Wealth Management.

Swenson Wealth Management and their individually licensed and appointed insurance agents, and Alternative Investment Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.