Asesor de Seguros Licenciado
Chad Swanson
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Chad Swanson has spent over 20 years helping individuals and families make confident financial decisions through every stage of life. He enjoys taking complex financial and insurance topics and explaining them in a practical, easy-to-understand way that empowers people to make informed decisions. Today, his primary focus is helping members prepare for retirement by navigating Medicare, evaluating insurance options, and developing strategies that provide greater financial confidence. As a Chartered Retirement Planning Counselor, he believes education is one of the most valuable services an advisor can provide.
Outside of his professional work, Chad has been married for more than 32 years and has five children. He enjoys spending time with family, hiking throughout Oregon, and traveling. He holds a Master's Degree in Theology, serves in various ministries at his local church, and sits on the Board of Directors for the Grants Pass Gospel Rescue Mission.
Lo que los miembros dicen sobre trabajar con Chad
“Chad was very well-informed and professional. I would highly recommend him to anyone needed help with Medicare.”
John J.
“Chad was prompt, informative and thorough in assessing my options for 2027 coverage. Of the three professionals I consulted, Chad's advice was the most helpful, and will save me the most expense.”
Anonymous
“Excellent experience with Chad as a real professional in reviewing my Medicare needs for 2027. Very Helpfull!”
John D. H.
“Knowledgeable, Personable, Professional, Thorough. Great experience for me!”
Joseph
Todas las Reseñas
“Explained things well. Thank you”
Janice C.
“Chad was very well-informed and professional. I would highly recommend him to anyone needed help with Medicare.”
John J.
“Very thorough and patient with my questions.”
Anonymous
“Succinct, direct. Competent. I appreciate the banks efforts and consideration, and Chad's confidence.”
Anonymous
“Very helpful. Explained everything with patience. Especially convenient. Thanks Chad”
Pamela W.
“He explained everything to us that was available and made it clear what all we could do. We will see him a second time and then sign up for the plan we have chosen.”
David
“Chad was very helpful in figuring out the Medicare supplemental plans. Thanks!”
Dan
“Very helpful- allowing me to feel informed and saved me money”
Anonymous
“He was pleasant and knowledgeable.”
Raleigh
“Very worthwhile meeting. Chad is both organized and informative.”
Arthur
“He was great! Very knowledgeable and supportive. He helped me navigate through all the choices to make the best decision for my situation.”
Gayle H.
“Chad was prompt, informative and thorough in assessing my options for 2027 coverage. Of the three professionals I consulted, Chad's advice was the most helpful, and will save me the most expense.”
Anonymous
“Excellent experience with Chad as a real professional in reviewing my Medicare needs for 2027. Very Helpfull!”
John D. H.
“Informative and gave me lots of clarity Very nice personality Thank you Chad”
EILEEN
“Informative , friendly, pleasure speaking with Mr Swanson. Thank you for this service, it was very helpful.”
Charles S.
“Knowledgeable, Personable, Professional, Thorough. Great experience for me!”
Joseph