Primary Job Title Founder, President and CEO Primary Organization 
Schwan Financial Group
Location South Dakota, United States, North America Regions Midwestern US Gender Male
Website JohnPSchwan.org X (Twitter) View on X
John P. Schwan is a highly experienced financial planning executive and the Founder and CEO of Schwan Financial Group. John specializes in allowing his clients to achieve clarity in analyzing their current financial situations. He has many years of experience helping others and strives to provide a service that caters to the most basic and
sophisticated needs of his clients. John is the creator of The Master Plan Management System™, a strategy aiming to give clients clarity on their financial situation, confidence to take action towards achieving their goals, and the capability to manage going forward. He also conceived of The Ideal Plan Process™, which aims to develop a customized plan most suited to clients’ individual situations and needs.
Financial planning executives Responsible for helping individuals and companies individuals examine their immediate and long-term financial situations to appropriate use their savings, income, and make investments. Analyze financial situations to determine risk, reward, and opportunity.
John's primary career responsibilities include:
Preparing financial and business related analysis and research.
Drafting consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures and other related areas.
Develop financial review templates and meetings.
Devise debt liquidation plans that include payoff priorities and timelines.
Explain to clients the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
Implements financial planning recommendations.
Determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Monitor market trends.
Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning.
John P. Schwan's expertise is consistently sought out by fellow industry professionals: his holistic, personalized approached to Business Succession Planning is highly regarded across his field. John has spoken at various events and conferences, and his work has been featured in a number of publications including The Chicago Tribune, Investment Advisor, Financial Planning Magazine, Forbes, US News, and World Report.
Disclaimer: This is not a solicitation to buy or sell securities, offer investment, planning, insurance or tax advice. Please visit Schwan Financial Group for more information.
