Paula Swain, CFP®
Financial Planner
Paula Swain stands out as an exemplary retirement income planner, renowned for her dedication and expertise in guiding clients towards a prosperous retirement. Her forte lies in crafting tailored retirement income strategies and distribution plans, meticulously designed to safeguard clients' capital, ensure financial longevity, and provide a steady income throughout retirement.
Her commitment shines brightest in her work with women navigating life changes such as bereavement or divorce, empowering them with the knowledge and confidence to secure their future.
As a CERTIFIED FINANCIAL PLANNER™ professional, Paula embodies the pinnacle of professional excellence. Her extensive training and adherence to the highest ethical standards equip her to demystify complex financial scenarios, offering advice that aligns perfectly with her clients’ best interests.
Paula's expertise has not gone unnoticed. She has been a columnist for the Observer & Eccentric newspaper, appeared on WXYZ, FOX 2 Detroit, Channel 20 and WWJ Radio and has been honored repeatedly as a Five Star Wealth Manager*, a testament to her proficiency and dedication. She has also graced the pages of Hour Detroit and DBusiness magazines.
Beyond her professional endeavors, Paula is deeply rooted in the Metro-Detroit community, calling Royal Oak home. She cherishes time with her five adult children and grandchildren, finding joy in golf, pickleball, volunteering and maintaining a vibrant, healthy lifestyle.
*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. No fee was paid to promote the award. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.For more information please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf