Anita E. Kalafut, CFP^®

SWA is a "fee only", comprehensive wealth management firm located in the Twin Cities with clients throughout the U.S. Our specialty is helping clients identify and quantify their financial goals and designing the “game plan” that will provide them with the best opportunity to achieve those goals. Those goals typically include planning for retirement, multi-year tax minimization strategies, coordinated portfolio management, concentrated stock and stock option planning, leveraging small business ownership, leveraging mortgage / debt opportunities, estate plan design and implementation as well as a comprehensive review of all insurance coverages to make sure their family is well protected against catastrophe.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances