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A Legacy That Lives
On Long After You
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What is True Wealth?


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What is True Wealth?

What exactly is wealth? The way that our culture continues to define it is that whoever dies with the most toys wins. We spend our working years feverishly trying to accumulate wealth and our retirement years desperately trying to hang on to it.

I believe that true wealth is something very different that just a big pile of money. At the end of the day, money is nothing more than paper with green ink on it. It is what that money represents and what it can do for you that show its true value. It represents all of the hard work, discipline and sacrifice over the many years it took you to accumulate it. It is a tool that can help you to live the life that you want to live, to care for the people that you love, to create a legacy that will live on long after you are gone. Money does not in itself make us happy, but as stewards of the wealth that God has entrusted to us we can use money to help us live  to the full the life He has given us and to make a difference in our world and in the lives of those we love.

The work of this company has always been designed to bring financial stability and peace of mind to your financial world so that you can worry less and live more … to generate reliable income so that you can live the retirement that you have always wanted to live … to create a legacy for those you love that will be meaningful and enduring. That is wealth in the truest sense of the word.

Next Steps

Sometimes a fresh set of eyes and an independent voice can help you to determine if you are on the right track or if changes are called for. Perhaps it is time that you asked for a second opinion when it comes to your financial health. Call our office at (304) 346-7782 or (800) 361-1792 and arrange a time to talk with Shawn Moran, either in person or on the phone. You’ll be glad that you did.

Click here for a complimentary copy of Shawn Moran's whitepaper "The Seven Secrets of the SWAN" and a subscription to our newsletter, "The SWAN Monthly."


Our Mission

The SWAN path to sleeping well at night with your money begins with understanding what true wealth is and pursuing that rather than the mirage that our culture would tell us true wealth consists of. The frenzied attempts to accumulate wealth quickly lead to far too many risks being taken and far too few restful night’s sleep being enjoyed.

Watch the video and read the article to the left as you work to define what true wealth is … and then work to attain it!


SWAN Retirement

Read an excerpt of Shawn Moran's upcoming book, "The SWAN Retirement: A Sleep Well At Night Guide To Secure Your Financial Future," with a foreword by Fran Tarkenton.

Investment Advisory Services offered through Global Financial Private Capital, an SEC Registered Investment Advisor. Insurance products offered through Retirement Planning Group of West Virginia, a licensed insurance agency. Global Financial Private Capital and Retirement Planning Group are not affiliated. This web site presents general concepts that may or may not be appropriate for your circumstances. Illustrations given are hypothetical and results are not guaranteed. Past performance is no guarantee of future results. The statement "Sleep Well At Night" is a goal, not a guarantee. Investing involves risk, including the loss of principal. Neither Global Financial Private Capital or Retirement Planning Group provide legal or tax advice. You should consult with an attorney and an accountant regarding estate planning and tax issues. 

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