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About Schwan Financial Group LLC

Schwan Financial Group is proud to collaborate with the Black Diamond comprehensive reporting of your portfolio management. Going hand in hand with the Written Master Plan, and our belief in the importance of clarity, confidence, and capability in your financial goals, we are excited to offer this experience. We understand how crucial it is to have a clear understanding of your financial standing and goals. Our collaboration with Black Diamond allows us to provide you with in-depth and comprehensive reporting on your portfolio management. This partnership aligns perfectly with our dedication to ensuring that you have the clarity, confidence, and capability needed to achieve your financial objectives. We are thrilled to offer you this enhanced experience that will empower you to make informed decisions and take control of your financial future. Together, we can navigate the complexities of financial planning with confidence and purpose.

What’s new

Version 1.98.1 · Updated September 15, 2026

• To-Do items are now named Tasks • Performance Improvements • Bug Fixes

App privacy

The developer, Schwan Financial Group LLC, reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data: Product Interaction

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Identifiers: User ID
  • Usage Data: Product Interaction
  • Financial Info: Other Financial Info
  • Contact Info: Physical Address, Name, Phone Number, Other User Contact Info
  • User Content: Photos or Videos

Used for: Analytics, App Functionality

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Diagnostics: Crash Data

Used for: App Functionality

Alternatives to Schwan Financial Group LLC

Looking for apps like Schwan Financial Group LLC? Here are 6 similar apps on the App Store. The highest rated is Area Federal Credit Union (5.0/5), and all 6 are free to download.

Schwan Financial Group LLC vs. alternatives
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Schwan Financial Group LLC 5.0 / 5 (1 rating) Free September 15, 2026
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