Dan E Swenson, CLU^®, ChFC^®

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You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, planning for what life may bring is the first step.  

Dan Swenson works with individuals as well as small business owners to protect assets and income, develop retirement solutions and establish funding for education. Dan is licensed to also provide Long Term Care Insurance and Financial Planning. Call Dan E. Swenson to help you achieve a secure financial future.

A complete insurance portfolio includes life insurance, disability income insurance and depending on age, long term care insurance and should be reviewed at least annually to make sure that the insurance continues to meet your changing needs.  Even if you have insurance through your place of employment, it may not be enough to cover all your needs in case of illness, injury or death.  Read the links below to find out more about the need for a complete insurance portfolio.  Then call or to set up a review of your current coverage and needs.

• Life Insurance
• Disability Insurance
• Long Term Care Insurance

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Dan E. Swenson.

Who I Am and What I Do

Choosing someone who has the ability and resources to help address those needs is the next step. Dan E. Swenson is a financial advisor who takes the time to understand your unique desires and goals. It's Dan's job to learn about your accomplishments, your dreams, and the challenges that lie ahead in order to strategically address any gaps in your financial plan.

Through a comprehensive assessment of your current situation, Dan Swenson helps you prioritize your goals, and develop a workable strategy with clear action steps and timetables.

And throughout your lifetime, Dan Swenson will help you understand what you need to plan for and protect. You can feel confident that your financial future will be more secure.

Financial Success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic planning. Dan Swenson can help you achieve your goals toward financial security and continued growth. He can help you to understand how changes to one part of your plan might affect the other moving parts. This is true, especially when it comes to helping you attend to your immediate needs while you set a course to achieve your long-term goals.

My Mission

Dan Swenson's mission is to help you achieve financial security for your family or business. Dan will work with you to help identify your financial goals, and suggest a strategy to help you reach those goals . Dan can then help you implement the plan through products and services of Northwestern Mutual and affiliates.