Mitzi Swaffar, Cfp®

Mitzi Swaffar, Cfp® Email and Phone Number

Owner and President of MS Financial Resources | Financial Planner | CFP® | Fiduciary | Toddler Mom | Lover of Wineries @ MS Financial Resources
Mitzi Swaffar, Cfp®'s Location
Kansas City Metropolitan Area, United States, United States
About Mitzi Swaffar, Cfp®

Hi, I'm Mitzi Swaffar. If you're a business owner, then you know what it's like to wear many hats. I love hearing the stories of business owners and guiding them through Retirement and Investment Planning so that they can focus on what they are passionate about - running their business. I also enjoy helping individuals become financially fit for and during retirement. To do this, together we create a REALISTIC roadmap (financial plan) with steps and actions to get there.

Mitzi Swaffar, Cfp®'s Current Company Details
MS Financial Resources

Ms Financial Resources

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Owner and President of MS Financial Resources | Financial Planner | CFP® | Fiduciary | Toddler Mom | Lover of Wineries
Mitzi Swaffar, Cfp® Work Experience Details
  • Ms Financial Resources
    Cfp®, Owner And President
    Ms Financial Resources Feb 2009 - Present
    Overland Park, Ks, Us
    Services Include - financial planning, retirement planning, 401(k) rollovers, IRAs, Roth IRAs, College Savings, brokerage accounts, stocks, bonds, mutual fundsAdditional Advisory Services - actively manage brokerage accounts with an asset allocation portfolio tailored and designed to fit clients' needs and investment objectives[My Compliance Department will not allow me to show any endorsements or recommendations on LinkedIn in order to comply with SEC and FINRA regulations. My apologies for not sharing any endorsements.]MS Financial Resources is a division of Midwest Financial Group LLC an SEC registered investment advisor.
    View
  • Investment Advisors Corp
    Investment Advisor Representative
    Investment Advisors Corp Feb 2007 - Aug 2011
  • Cmic Financial Services Located Inside Capitol Federal Savings
    Financial Advisor
    Cmic Financial Services Located Inside Capitol Federal Savings Dec 2006 - Feb 2009
    financial planning, retirement planning, 401(k) rollovers, IRAs, Roth IRAs, College Savings, brokerage accounts, stocks, bonds, mutual funds

Mitzi Swaffar, Cfp® Education Details

  • The University Of Kansas
    The University Of Kansas
    Bachelor Of Science (B.S.)

Frequently Asked Questions about Mitzi Swaffar, Cfp®

What company does Mitzi Swaffar, Cfp® work for?

Mitzi Swaffar, Cfp® works for Ms Financial Resources

What is Mitzi Swaffar, Cfp®'s role at the current company?

Mitzi Swaffar, Cfp®'s current role is Owner and President of MS Financial Resources | Financial Planner | CFP® | Fiduciary | Toddler Mom | Lover of Wineries.

What schools did Mitzi Swaffar, Cfp® attend?

Mitzi Swaffar, Cfp® attended The University Of Kansas.

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