Information Request

In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into several areas.

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.

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Information Request


Information Request



Contact Information





MH Swanson & Associates
Maclin Building
408 East Market Street, Ste 202
Charlottesville, VA 22902
Tel: 434-979-4822
Fax: 844-247-7850

Hours of Operation:
9:00am-4:00pm Monday—Friday

Margreta Swanson
LPL Financial Advisor

Jason Statuta, CFP®, CIMA®
Managing Director - Wealth Advisor

Jessica Southard
Director of Operations