We recently received 2 tax refunds. One for $3940 and one for $815 thanks to you.
What a bonus! Thanks so much.
Meet Amit Chandel, our Certified and Tax Planning Coach & Founder of SWAT. With extensive experience in Exit Planning, wealth retirement planning, he implements tax strategies that saves thousands of dollars, rescuing your money from being wasted on unnecessary taxes.
In 2017, the American Institute of Certified Tax Planners honored him with the prestigious Certified Tax Planner of the Year Award, a testament to his dedication and exceptional service. With Amit, you’re not just in good hands — you’re in award-winning hands.
From 50+ years, SWAT has stood tall as one of California’s leading exit tax planning and wealth management firms. SWAT Advisors was founded on a vision to offer financial solutions that cater to the unique needs of wealthy families, high net-worth individuals, innovative founders, and progressive businessmen.
Our expertise is rooted in four key areas: Exit Planning, Succession Planning, Retirement Planning, and Continuity Planning. These pillars form the bedrock of our service offering, guiding our clients towards a prosperous and safer financial future.
What else? We offer you CFO Services, Family Tax Office, Life Insurance planning, tax planning and what not! To us, you are the top priority. We believe in a personalized approach. Your financial journey is unique, and so is our strategy for you. We prioritize building long-term relationships and offering exclusive services tailored to you.
We care about you. With SWAT Advisors, you won’t talk about ‘if’ and ‘when’ of your exit; because we delve into the ‘how’. Choose SWAT – where your wealth works for you.