Swaine & Leidel Wealth Services is an independent firm serving native and newly arrived Floridians from its office in Sebring, Florida. Its advisors focus on retirement and help clients plan for the financial questions that come with longer lives, including how to generate income, preserve capital, and potentially leave assets to family or charity. The firm provides financial and estate planning, investment management, and retirement planning, with an emphasis on personal attention and services tailored to each client’s needs.

Swaine & Leidel begins by considering a client’s retirement requirements, investment time horizon, and tolerance for risk. Its approach prioritizes capital preservation and uses strategies intended to hedge asset positions and reduce volatility. Estate planning services address potential taxes, probate, and other financial challenges. The firm also highlights access to asset management and insurance services as part of its commitment to helping individual investors manage wealth for retirement. Investment advisory services are offered through Second Half Financial Partners, LLC, a separate but affiliated SEC-registered investment adviser domiciled in Florida and registered where it conducts business.