Sweetwater Financial, LLC

Sweetwater Financial, LLC Wealth Management, Financial Planning, Insurance, Benefits Sweetwater Financial, LLC is a financial services firm commited to client success.

Founded on July 1st, 2011 Sweetwater Financial takes a personal approach to life and goal oriented planning. We listen to fully understand your objectives, apply techniques specific to your goals, and monitor your objectives for life changes. Our service areas in Personal Planning include Financial & Estate Planning, Investments & Asset Allocation, College Funding Stratagies, Insurances, and Chari

table Giving techniques. Our service areas in Business Planning include, Qualified Plan Funding (401k, Pensions, Keoghs, Simple IRAs and Seps), Buy-Sell Funding, Executive Benefits, and voluntary Payroll Deduction Programs. We look forward to help you reach your financial dreams. Call and schedule one of the most important conversations you will have. Kind Regards,

Kevin Hyland
Owner / Financial Advisor

05/29/2023
04/19/2019

Best wishes for a wonderful Easter weekend

04/16/2019

Be sure to thank your CPA today.

03/28/2019

April 15th is fast approaching. It is not only tax day, but Traditional IRA and Roth IRA contributions for 2018 are due on the 15th as well. If you plan to fund your IRA or need to set one up Sweetwater Financial, LLC is here to help

04/10/2017

Tax Day is quickly approaching whether we like it or not, but Tax Day (April 18th) is also the last day to contribute to an Individual Retirement Account (IRA) for 2016. There are some income restrictions and limits on the amount you can contribute. If you would like more information please feel free to call us at 770-421-9909.

03/02/2016

April 15th is fast approaching. Don't forget to fund your Roth and Traditional IRA's, if you can. If you need help knowing whether you are eligible to contribute to an IRA please do not hesitate to reach out to us.

08/25/2015

The last few days have been a bit crazy in the equity markets led by Greece, China, and Puerto Rico scares. Please stay focused on your long term goals right now. Corrections happen in bull markets and it's never a straight upward movement in any market. This too will settle down. I am always here to answer any questions or concerns you may have about your finances.

07/04/2015

Happy Independence Day. I want to thank all that have served this country to keep us free. Everyone have fun and stay safe.

11/11/2014

Thank a Veterian today, they are the reason we have the freedom to live our lives the way we choose. The sacrifice they give for us is selfless, and I am honored that they have my back.

05/27/2014

Many People ask: "What is the maximum I can contribute to my retirement plan this year?" My answer is normally: "It Depends", so below is a quick reference guide for 2014.

401k-403b-457 Plans $17,500 Below age 50 and $23,000 over 50.
Simple IRA's- $12,000 below age 50 and $14,500 over 50.
Traditional and Roth IRA's- $5,500 below 50 and $6,500 over 50.

There are some income restrictions on some of the plans, but for more info please don't hesitate to ask. Have a great week.

03/31/2014

For those that are traveling for spring break. Please stay safe and have fun.

Address

732 Kennesaw Avenue NW, Ste 210
Marietta, GA
30060

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17704219909

Website

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