Broker Check
Advisor Resources

Paul Swift

Financial Professional
6181 Memorial Dr
Dublin, OH 43017
Office: 614-589-7315
Cell: 614-589-7315
paul.swift@ffgadvisors.com

Why do most Americans struggle in climbing up AND down the financial mountain, when we live in the most free and prosperous country in the world?

This is a question that I have often contemplated over the past 20 years, during a very diverse career in the financial services industry. While I can't give you the exact answer, perhaps I can share my beliefs and some insights of what I've learned...

I believe the deck is stacked against the typical American, as it relates to their own financial pursuits. Actually, when you think about it, that’s true in most areas of our lives. I believe it takes a different and uncommon approach to overcome the heavy obstacles and strong headwinds that exist today. We must challenge our own belief systems – especially as it relates to the status quo of traditional wealth accumulation and distribution strategies. To get ahead, it is OUR OWN RESPONSIBILITY to educate and expose ourselves to the complex rules, risks, secrets and hidden traps governing the financial and economic world that we now live in. This cannot be done alone and we must find others that we can absolutely TRUST to walk along with us on our journey.
The good news is it's not as complicated as it appears!

email paul


Time to schedule your annual review or spend some time examining your finances? Have a question? Fill out this form to get in touch with Paul.

Thank you!
Oops!

QUOTES TO LIVE BY

"It is not until the tide goes out, that we find out who's been swimming naked".

 - Warren Buffett

"It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so”.

- Mark Twain

"The mass of men lead lives of quiet desperation".

- Henry Thoureau

AREAS OF FOCUS:

<strong>A HOLISTIC APPROACH TO BUSINESS PLANNING</strong>

A HOLISTIC APPROACH TO BUSINESS PLANNING

Our team brings over 30 years of business planning know-how. We understand the challenges you face and offer strategies and services to help you optimize the value of your business and live a great financial life.

<strong>A Protection First Philosophy</strong>

A Protection First Philosophy

Protecting what you have now and into the future is the foundation of financial strategies at First Financial Group. 


Insurance Strategies

Business Owners

Military

Business Succession Planning

Risk Management Strategies

INTERACTIVE TOOLS & RESOURCES

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn More

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
Learn More

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
Learn More

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
Learn More
What&#8217;s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More
Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More
Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn More
Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Learn More

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 1593 Spring Hill Rd, Suite 500 E, Vienna, VA 22182. (703) 847-9660.