Northwest Financial Solutions

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Katie Jo Swasey

Katie Jo Swasey

APMA®

Financial Advisor

Associate Vice President
Visit Katie Jo Swasey's website
Jason Townsend Lambert

Jason Townsend Lambert

APMA®

Financial Advisor

Managing Director
Visit Jason Townsend Lambert's website
Dustin Guy Martin

Dustin Guy Martin

APMA®

Financial Advisor

Vice President
Visit Dustin Guy Martin's website
David Robert Topper

David Robert Topper

APMA®

Financial Advisor

Vice President
Visit David Robert Topper's website

Team

Ashley Claus

Ashley Claus

Client Service Associate

Clarissa Laub

Clarissa Laub

Client Service Associate

Crystal Giles

Crystal Giles

Client Service Associate