SWAN VFO is a comprehensive financial services firm that brings together an elite group of specialists to provide advanced planning for high net worth individuals, successful business owners, and high wage earners. We offer integrated services across six key pillars: Advanced Tax Planning, Business Advisory and Valuation, Financing & Debt Elimination, Legal and Charitable Planning, Advanced Insurance Solutions, and Wealth Management.

Our services are tailored for:
- High-wage W-2 earners making more than $340,000 annually
- Business owners with more than $1.4 million in revenue and six-figure profits
- Individuals paying more than $100,000 in federal taxes
- People with a net worth of more than $10 million

We specialize in advanced tax reduction strategies that go beyond traditional planning. Our team has access to national-level strategies that many other advisors don't, potentially saving our clients millions in taxes annually.

Absolutely. We have numerous strategies to offset and mitigate capital gains, even after they've been realized. However, we can provide more options if we're involved before the gain is realized.

This is a unique tax reduction strategy where you can potentially get a 4x deduction on your charitable contribution. For example, if your total household income (AGI) is $1 million, you could make a $75,000 contribution and potentially receive a $300,000 itemized charitable deduction on your 1040.

While most strategies need to be in place before the end of the year, it's rarely too late to start planning. We can often implement strategies up until the last week of the year, but we recommend starting as early as possible to maximize your options.

Our Virtual Family Office brings together a team of specialists across various financial disciplines. This allows us to provide comprehensive, coordinated services similar to a traditional family office, but with greater flexibility and cost-effectiveness.

Yes, we offer a wide range of services across our six pillars. This includes business advisory, financing solutions, legal and estate planning, insurance strategies, and comprehensive wealth management.

We offer a variety of charitable planning strategies tailored to each client's philanthropic goals and tax situation. Our approach goes beyond basic strategies, utilizing our full charitable planning playbook to maximize both the impact of your giving and the tax benefits.

To learn more about our services or to schedule a consultation, you can contact Ryan Foncannon at our office. We'll discuss your specific situation and how our comprehensive planning approach can benefit you.