Rear view of family with two small children

Once your goals are defined, Fred Sweers, Investment Advisor Representative with Settlers Financial, will design tailored strategies that align with your vision and priorities. From there, he will guide you in implementing a sound financial program, drawing on a broad suite of services and solutions to help bring your plan to life.

 

At Settlers Financial Services

We are dedicated to helping individuals and business owners pursue their financial goals with confidence.

We offer a comprehensive range of financial products and services, always grounded in the belief that informed decisions create stronger financial futures. By equipping you with clear, reliable information, we empower you to identify your objectives and take meaningful steps toward achieving them.

Estate & Trust Planning

Services

 

Investment Planning

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
 

Insurance Planning

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
 

Financial Planning

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
 

Asset Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Meet Your Team

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