Tim SwickardWealth Advisor, SVP | CFP®, AAMS®, CRPC® - CRPC conferred by College for Financial Planning
Address
7144 E Virginia St.
Evansville, Indiana 47715
US
Phone
(812) 858-4333
Email
About Tim Swickard
Career Highlights and Industry Expertise
- Financial industry professional since 1999
- Joined the company in 2009
- CERTIFIED FINANCIAL PLANNER™
- Accredited Asset Management Specialist℠
- Chartered Retirement Planning Counselor℠
Servicing Areas
Serving the Newburgh, Indiana region and banking centers
During our working years, we expect a raise every year. In retirement, why should you expect anything different from your IRA and investments? We work with our clients to work toward providing their desired income level by designing portfolios that seek to provide a reliable, predictable, increasing stream of income each year.
My life includes being a father to four children, and I’m blessed to have my wife, Jan, as my life partner. In my spare time, I’m an avid outdoorsman with a passion for fly fishing, hiking and the Mountain West.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
My life includes being a father to four children, and I’m blessed to have my wife, Jan, as my life partner. In my spare time, I’m an avid outdoorsman with a passion for fly fishing, hiking and the Mountain West.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
