Mitzi Swaffar
Owner and President of MS Financial Resources | Financial Planner | CFP® | Fiduciary | Toddler Mom | Lover of Wineries
- Role
- Cfp, Owner and President at Ms Financial Resources
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Mitzi Swaffar
Hi, I\'m Mitzi Swaffar. If you\'re a business owner, then you know what it\'s like to wear…
Experience
Cfp, Owner and President
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.
Education
The University of Kansas
Bachelor of Science (B.S.)
Skills
- Financial Services
- Certified Financial Planner
- Financial Planning
- Securities
- 401k
- Iras
- Retirement Planning
- Retirement
- Investments
- Finance
- Mutual Funds
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