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'82 MSU grad and former beaver basketball player recognized

  Aberdeen, SD, April 21, 2008: Schwan Financial Group, LLC has been selected by Goldline Research as one of The Most Dependable Wealth Managers of the Central U.S. for 2008. The list of the Most Dependable Wealth Managers of the Central U.S. is scheduled to be published in the May 19th Issue of Forbes Magazine.

"We are extremely appreciative and grateful for all our clients. This recognition acknowledges all the concern, commitment and hard work of the team at our company. It will also encourage and motivate our firm to continually challenge ourselves to find the most effective ways to serve our clients wants and needs!" stated John P. Schwan, CEO & Founder of Schwan Financial Group. He went on to say, "We must continue to execute and transform relationships from creating value to being valuable."

Schwan Financial Group, LLC truly distinguished itself during our evaluation of the industry, said Allen Scott, Research Director, Goldline Research. "The firm met or exceeded every expectation we have for holistic, client-centric firms: Over 2200 Wealth Managers were evaluated during the selection process and the response was overwhelming.

Schwan Financial Group, LLC was able to differentiate itself in a candidate pool with an average client to advisor ratio of one advisor for every seventy-seven clients, median assets under management of 1.32 Billion and more than 32 years of experience. Mr. Scott further elaborated, stating that Schwan Financial Group, LLC stood apart from the other candidates that were evaluated because of the strength of their client references.

Schwan Financial Group LLC has revolutionized the wealth planning industry. They standardized the Ideal Plan Process™ which helps clients through all phases of growing, securing, enjoying and transforming their wealth. This revolutionary business structure was derived from the values and customized plan capabilities of the Private Family Office Model, typically only available to a select few. SFG is now capable of offering a customized written plan for everyone. Clients depend on the ability to measure and monitor their plans with the SFG Master Plan Management System™. SFG will tackle and simplify all the complex issues regarding any financial architecture and create the ideal plan to satisfy family and social legacy objectives.

Goldline Research is a third-party, independent research firm specializing in evaluating professional services firms. Goldline Research undertakes an extensive, in-depth research process to review all qualified companies in a respective area. Its proprietary research process includes individual company interviews and quantitative analysis of key company data, as well as customer reference checks to confirm high levels of customer service. Those companies that ultimately earn Goldline Research’s Most Dependable designation demonstrate a commitment to service unparalleled in their industry.



 
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