About Full Swing Financial Planning
Empowering You to Take Control of Your Financial Future
At Full Swing Financial Planning, we believe financial confidence comes from a plan tailored to you. Our mission is to empower clients to take control of their finances and achieve long-term financial independence through personalized strategies. We know that strong relationships are the foundation of success, which is why we prioritize understanding your unique goals, needs, and values. With clear communication, education, and experienced guidance, we help you plan, invest, and manage your financial future.
Our Story: Built for You
Founded in November 2023 by Kole Petersen, Cole Jaeschke, and Baileigh Ashbrook, Full Swing Financial Planning was built on a shared passion for putting clients first.
We take a "full swing" approach to financial planning, meaning we handle all the details so you can focus on what matters most. Our services include retirement planning, investment strategies, insurance solutions, and personalized financial roadmaps to ensure a comprehensive financial experience.
With over 30 years of combined financial industry experience, we have the knowledge and dedication to provide exceptional service. Our partnership with LPL Financial, the largest independent broker-dealer in the U.S*., ensures we can access the best tools, resources, and technology to serve you effectively.
*As reported by Financial Planning magazine, 1996-2024, based on total revenue.
Why Choose Full Swing Financial?
✔ Personalized Planning – No cookie-cutter solutions; we tailor strategies to your specific goals.
✔ A Full-Service Approach – We help you plan, invest, and manage your future—all in one place.
✔ Independent Advice – As an independent firm, we work for you—not a big bank or corporation.
✔ Client-First Philosophy – Your success is our success, and we seek to build lasting relationships based on trust.
Let’s Plan Your Future Together
At Full Swing Financial Planning, you’re more than just a client—you’re part of our financial family. Whether you're preparing for retirement, investing for the future, or managing your wealth, we’re here to guide you every step of the way.
Our Core Values: What Drives Us
At Full Swing, we value you above all else. Your experience matters most to us, and we empower you to thrive by fostering your growth and development.
Empowering You
We believe financial confidence comes from a plan tailored to you. Our mission is to empower clients to take control of their finances and achieve long-term financial independence through personalized strategies.
- We trust your judgment and provide you with the resources and autonomy to succeed.
- We offer continuous learning and approachable communication to equip you with the necessary knowledge and skills.
- We prioritize building meaningful, positive relationships and fostering a supportive, collaborative environment.
Your experience matters most to us, and we empower you to thrive by fostering your growth and development.
Your Plan, Your Way, Your Financial Future
Integrity & Responsibility
These values guide everything we do and ensure we consistently deliver exceptional service to our clients.
- Professional Financial Advisors: Our financial advisors adhere to the highest ethical standards and are legally obligated to act in your best interests.
- Providing Personalized Strategies: We are committed to honesty and transparency in all our recommendations, ensuring they align with your unique financial goals and values.
- Loyalty & Reliability: We believe in building long-term, trusting relationships with our clients. You can count on us to provide consistent, reliable service and be your dedicated partner on your financial journey.
Sophisticated Growth Strategies
We embrace continuous learning and improvement to provide personalized financial strategies.
- Diversity & Inclusion: We embrace diverse perspectives and experiences, knowing they are essential for creative problem-solving and innovation.
- Investment in Your Expertise: We provide access to comprehensive training in investment management, retirement planning, and other critical skills to expand your knowledge base and unlock your full potential.
- Continuous Learning Environment: We encourage curiosity and exploration through ongoing learning opportunities, fostering a culture of constant improvement.
- Forming Team Processes: We empower collaboration and teamwork to learn from each other and develop innovative solutions.
- Resourceful Problem Solving: We value critical thinking and problem-solving skills and encourage you to approach challenges creatively and resourcefully.
Ready to see how a customized financial plan can help bring you closer to your goals? Schedule a meeting to get started.
