Financial Advisors in Newburgh, Indiana (Warrick County)

Areas that I specialize in include 401k Rollovers, Medicare, Life, Long-Term Care, Health (Individual, Family, or Group), Cancer, Dental, Short-Term & Long-Term Disability, IRA's, Social Security Planning, Comprehensive College Planning, and Retirement Income Planning.

His professional registrations include a Series 65, as well as Life Insurance, Health Insurance, and Long-Term Care Insurance Licenses. He also has his National Social Security Advisor designation. He is the only financial advisor in Southern Indiana and Western Kentucky to have this designation, at this time. Ryan Foncannon is a fiduciary financial advisor, meaning he must always put his clients’ interests first. Brokers, on the other hand, are generally not held to the same rigorous standard.

S.W.A.N. Financial Solutions specializes in wealth management, investing, financial and retirement planning, insurance strategies, comprehensive college planning, and social security planning. All portfolios are designed for those who appreciate safe, secure investments and who want to reduce risk of moving backwards financially. We work with individuals who are searching for alternatives to the traditional buy and hold strategy that left investors at a deficit over the last 11 years. With the “buy and hold” methodology, investors may have no idea where they will be in 5, 10, 15, or even 20 years; therefore, this method rarely works for the majority of investors. How can you build wealth, if you are always trying to get back to where you were before the market went down? That is why we provide access to high quality, low risk private wealth managers, and is equipped to establish safe and secure accounts for our clients.

S.W.A.N. stands for "Sleep Well At Night". If you are in the market and trying to get back to where you were, how are you going to build wealth over the long-term? I can show you better solutions that allow you to build wealth and "Sleep Well At Night".... See More

Endress Capital Management is an indepent, fee-only investment advisor based in Evansville, Indiana. We specialize in having very few clients, allowing us to truly focus on the ones we have. Our fees are very reasonable, especially when viewed in light of our success in individual stock selection.... See More