Partnering to Define, Design and Build Your Financial Future

Our mission is to partner with individuals, families and businesses to help them define, design and build their financial future through a long-term relationship that integrates insurance and investment expertise.

Trail & Swift Financial

Trail & Swift Financial is a multigenerational financial planning firm that helps families and businesses organize their financial lives around the values that are most important to them. Using an integrated planning approach that coordinates investment and insurance expertise, our team is uniquely positioned to help our clients develop a sense of direction for their financial future.