Licensed Insurance Advisor
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.
What members have to say about working with Chad
“Excellent experience with Chad as a real professional in reviewing my Medicare needs for 2027. Very Helpfull!”
John D. 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
“Knowledgeable, Personable, Professional, Thorough. Great experience for me!”
Joseph
All Reviews
“Excellent experience with Chad as a real professional in reviewing my Medicare needs for 2027. Very Helpfull!”
John D. 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
“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