Luke Swaddling, Equitable Advisors Financial Professional

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Luke Swaddling, Equitable Advisors Financial Professional I am a financial professional with the Equitable Advisors, LLC Cleveland Branch. Equal Opportunity Employer – M/F/D/V.

I am passionate about educating individuals and families so that they can achieve their goals. NOTE – All Facebook Messenger, e-mail and other electronic individual and group
communications sent to and received from this page are subject to capture,
review and archive by Equitable Advisors, LLC and to possible production upon regulator
request for review. Links to third-party media articles and/or websites are for general
information purposes only and do not constitute an offer or solicitation of any kind. They
are not intended, and should not be relied upon, as insurance, investment or financial
advice. No representation as to the accuracy or completeness of any statements, statistics,
data, opinions, forecasts, or predictions provided in any third-party article and/or website
content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY
(212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer
investment advisory products and services through Equitable Advisors, LLC, an SECregistered investment advisor. Duly licensed agents offer annuities and insurance, including
those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and
Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock
company with main administrative office in Jersey City, NJ) respectively, through Equitable
Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable
Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in
PR). All companies are affiliated and do not
provide tax or legal advice. For financial professionals conducting business in the state of
New York who hold one or more of the following designations and title respectively, please
see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT
PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

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When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

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A special needs trust can help care for a special needs child, even after you’re gone.

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Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
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Use this article to start conversations about the “backdoor” Roth IRA strategy.

Address

6050 Oak Tree Boulevard, STE 320
Independence, OH
44131

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