David Swapp, BS, CFP, MBA
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Net Worth Advisory Group, LLC, is an independent, FEE-ONLY (no commissions), investment advisory firm specializing in helping people prepare for, and transition into, retirement. We wrote the book on retirement (The Retiring Boomer's Financial Handbook). We provide clients with ongoing financial planning and investment management services governed by a strict adherence to four fundamental rules that we believe all investors should follow as they pursue financial success:Work with a fee-only Certified Financial Planner™ (CFP).Develop a written comprehensive financial plan and review it with your advisor every six months.Create an investment policy statement to act as a framework for making initial and ongoing investment decisions.Purchase only low-expense, no-load financial products (mutual funds, annuities, and life insurance).
We believe our success is measured by your success. If you succeed, we succeed