About

Richard F. Swider & Associates, Inc. serves ultra-affluent families, and their trusted advisors, to assist them in integrating sophisticated life Finance & Insurance products into their estate planning. With over 25 years experience in the upscale marketplace, we understand the vital role appropriate life Finance & Insurance products can play for income tax planning and funding for future estate tax obligations. Our role as Finance & Insurance specialists is to act as advisors to the advisors. We guide our clients, and their counselors, through the complex life Finance & Insurance marketplace and provide products cost-efficiently tailored for each family in order to secure their Finance & Insurance legacy.