Henry A. Swan, Chfc, Clu

Henry A. Swan, Chfc, Clu Email and Phone Number

Financial Consultant and Retirement Planning Specialist @ Optimal Planning Partners, Inc.
Matteson, IL, US
Henry A. Swan, Chfc, Clu's Location
Matteson, Illinois, United States, United States
Henry A. Swan, Chfc, Clu's Contact Details
About Henry A. Swan, Chfc, Clu

Henry is a native Chicagoan. He spent 10 years as an architectural draftsman and project manager before joining Equitable Advisors in 1977. He works with a team of financial professionals to help business owners, physicians and individuals create strategies to pass on their legacies to future generations by managing and protecting their wealth more tax efficiently.Henry holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional designations. He has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Retirement Planning Certificate from the Wharton Business School at the University of Pennsylvania.He has served as a board member of the Chicago Chapter of the Society of Financial Services Professionals. He is a charter member of the African American Advisory Committee of the American College for Financial Services Professionals in Bryn Mawr, Pennsylvania and of P.A.C.E., the American College’s program to recognize its alumni for the highest standards in professional development.Henry has conducted Financial Empowerment Seminars nationwide for Equitable Advisors and Black Enterprise Magazine. He has appeared frequently as an expert guest on Black Enterprise’s television program, ‘Black Enterprise Report’. He has also been a featured speaker before the National meetings of the National Association of Black Accountants, the National Association of Healthcare Service Executives and the National Basketball Retired Player Association.

Henry A. Swan, Chfc, Clu's Current Company Details
Optimal Planning Partners, Inc.

Optimal Planning Partners, Inc.

View
Financial Consultant and Retirement Planning Specialist
Matteson, IL, US
Website:
TheOPPInc.com
Employees:
9
Henry A. Swan, Chfc, Clu Work Experience Details
  • Optimal Planning Partners, Inc.
    Financial Consultant And Retirement Planning Specialist
    Optimal Planning Partners, Inc.
    Matteson, Il, Us
  • Optimal Planning Partners, Inc.
    Financial Consultant/Retirement Planning Specialist
    Optimal Planning Partners, Inc. Aug 2020 - Present
    Oak Brook, Il
    I have over 46 years of experience working helping individuals and the owners of closely held businesses become comfortable in developing and implementing tax efficient strategies to grow and protect their wealth.I have found that many individuals work tirelessly in their businesses on their jobs and never find the time to time to plan for their financial security. This can leave them unnecessarily exposed to many risks such as: the loss of income due to death or disability, adverse tax consequences, loss of key employees, insufficient financial reserves and not being able to pass their financial legacies on to the next generation. By leaving these important issues unresolved, they could be jeopardizing their future and the security of the people they care about. I use a unique series of programs to help our clients understand their current situation and create a plan for their financial future.
  • Legacy Advisors, Llc
    Managing Partner
    Legacy Advisors, Llc Jan 2009 - Aug 2020
    1515 W. 22Nd St. Oak Brook, Il. 60523
    I have over 40 years of experience working helping individuals and the owners of closely held businesses become comfortable in developing and implementing tax efficient strategies to grow and protect their wealth.I have found, that many business owners only work in their business and never find the time to work on their business. Likewise, many individuals never seem to find the time to plan for their financial security. This can leave them unnecessarily exposed to many risk such as: the lossof income due to death and disability, adverse tax consequences, loss of key employees, insufficient financial reserves and not being able to pass their businesses on to the next generation. By leaving these important issues unresolved, they could be jeopardizing their future and the security of the people they care about. I use a unique series of programs to help our clients understand their current situation and create a plan for their financial future.
  • Axa Advisors,Llc
    Executive Vice President, Branch Manager Chicago
    Axa Advisors,Llc Feb 2001 - Jan 2009
    Responsible for the production growth of the Chicago Branch.
  • United States Army Reserve
    Captain, Infantry Company Commander
    United States Army Reserve 1974 - Jun 1977
    Chicago
    Commanded the 379th Chemical Co.
  • Andrew Heard & Associates, Architects
    Job Captain & Project Manager
    Andrew Heard & Associates, Architects 1972 - 1976
    Chicago, Il
    Coordinated the production of the construction documents and building specs.
  • Illinois National Guard
    Tactical Officer
    Illinois National Guard 1969 - 1974
    Camp Lincoln Officer Candidate School
    Trained recruits to be commissioned officers in the United States Army

Henry A. Swan, Chfc, Clu Skills

Retirement Planning Insurance Strategies Business Succession Planning Executive Benefits Planning Estate Planning Annuity Services Pension Distribution Planning

Henry A. Swan, Chfc, Clu Education Details

Frequently Asked Questions about Henry A. Swan, Chfc, Clu

What company does Henry A. Swan, Chfc, Clu work for?

Henry A. Swan, Chfc, Clu works for Optimal Planning Partners, Inc.

What is Henry A. Swan, Chfc, Clu's role at the current company?

Henry A. Swan, Chfc, Clu's current role is Financial Consultant and Retirement Planning Specialist.

What is Henry A. Swan, Chfc, Clu's email address?

Henry A. Swan, Chfc, Clu's email address is hs****@****ast.net

What is Henry A. Swan, Chfc, Clu's direct phone number?

Henry A. Swan, Chfc, Clu's direct phone number is +170843*****

What schools did Henry A. Swan, Chfc, Clu attend?

Henry A. Swan, Chfc, Clu attended University Of Pennsylvania - The Wharton School, The American College Of Financial Professionals, Chicago State University, Tilden Technical High School.

What are some of Henry A. Swan, Chfc, Clu's interests?

Henry A. Swan, Chfc, Clu has interest in Football, Casinos, Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball.

What skills is Henry A. Swan, Chfc, Clu known for?

Henry A. Swan, Chfc, Clu has skills like Retirement Planning, Insurance Strategies, Business Succession Planning, Executive Benefits Planning, Estate Planning, Annuity Services, Pension Distribution Planning.

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