❏ Are you an entrepreneur or small business owner concerned because you have no retirement plan in place, or... do you prefer to cross your fingers and hope everything will just fall into place when you leave your business or stop getting paychecks?❏ Is keeping your principal investment safer while creating streams of income that you won't outlive something you'd like to do?.. Or do enjoy exposing your money to endless risk and volatility?❏Do you want to find every legal means to pay less in tax,..Or do you enjoy paying more tax than absolutely necessary?★ My name is Brian Swerdlow and I'm the founder and CEO of Anchor Financial Advisors, LLC, a Chicago-based strategic retirement income and insurance planning firm.I work closely with my clients to maximize their income and social security benefits. I want to ensure every dollar of your retirement plan works as hard and smart you do.★ What I Do:I specialize in:✔ Creating customized plans that help individuals, business owners, and entrepreneurs achieve their unique financial goals.✔ Helping hard working people maximize their income, leveraging every dollar they earn so that it does the work of three or four.✔ Discovering ways to assist my clients in clarifying what they really want their money to do, both now and when they retire.✔Finding new products and protocols to ensure my clients won't run out of money when they decide to sell their businesses, change careers, or stop working altogether.★ Why I Do It:Safe, contractually-guaranteed growth is my passion. I'm about finding solutions, not about selling products. My approach to financial planning is holistic, yet practical and built on time-tested and sound principles of retirement income planning. My greatest satisfaction comes from ensuring my clients have safer, more secure financial futures.
Listed skills include Indexed Annuities, Life Insurance, Business Strategy, Financial Analysis, and 20 others.
