Broker Check

Paul Swift

Financial Professional
495 Metro Place South, Suite 160
Dublin, OH 43017
Office: 614-589-7315
Cell: 614-589-7315

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!

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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!


"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




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.

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