Sweitzer Income Planning, LLC

Sweitzer Income Planning, LLC


Insurance Agencies, Brokerages & Related Activities

About Us

Sweitzer Income Planning is proud to be a family-operated, local financial services practice with a downtown office location in Old Lyme, Connecticut. Ken has been serving clients in the financial services field since 1982. After Ken started his own practice, Sweitzer Income Planning, he was joined by his wife, Cari, and their son, Sam. Ken, Cari, and Sam all grew up in Connecticut and have a deep connection with the area and the people. Very recently we have seen tremendous volatility leading to an unprecedented recovery and then continued growth. Now more than ever we feel it is paramount to help individuals and families solidify that growth and create personalized structured income plans to map out and design their financial futures. Our mission is for you to understand your finances and feel comfortable with your plan. Our practice focuses on PRINCIPAL PROTECTION, RETIREMENT PLANNING, HEALTH COST PLANNING, and LEGACY PLANNING.
Every one of our clients gets a personalized experience based on their specific needs. We have seen a gap in clarity and communication between brokers and investors over the riskiness of their money. Our goal as a practice is to remove that miscommunication and help individuals become better informed. Our practice is tailored to the client and our Financial Longevity Process includes in-depth discussions about your goals for your money. We are always happy to listen. Reach out or visit our local Old Lyme location.


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