ESTATE PLANNING & WEALTH MANAGEMENT

Estate Planning & Wealth Management Services

Building & Managing Wealth

Personal Financial Strategies
Investment Strategies & Products
Retirement Strategies

Swartzbaugh-Farber & Associates, Inc. utilizes its resources and those of the M Financial network, over 130 firms, together providing benefits solutions for businesses, executives, and high net worth individuals. We would be happy to go over our services to discuss the needs you may have.

Estate Planning

Aid families in providing plans to maintain estate values distribute assets to succeeding generations and minimize estate taxes.

Family Financial Planning Programs

Estate Creation with Insurance

Estate Tax Relief with Insurance

TO LEARN MORE ABOUT ESTATE PLANNING & WEALTH MANAGEMENT, PLEASE CALL US AT 402-397-5800

For a comprehensive review of your personal situation, always consult your legal or tax advisor.

Browse Our Website

Contact Information

Financial Plaza

Address: 9140 West Dodge Road Suite 418 Omaha, NE 68114

Phone: 402-397-5800

Fax: 402-397-5424

Business Hours:

Mon - Fri: 8:30 pm - 5:00 pm
Sat - Sun: Closed

Our Location

Disclaimer

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

Swartzbaugh-Farber & Associates, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Swartzbaugh-Farber & Associates, Inc. is independently owned and operated.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0C10869

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

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