One of Illinois’ most trusted retirement income advisors and a well-known government benefits expert, Brian Swerdlow is the founder and CEO of Anchor Financial Advisors, LLC, a Chicagoland planning firm. Brian works closely with his clients and their families to maximize their retirement income and Social Security benefits and ensure every dollar they have saved [...]
As an independent financial professional, George Politarhos is committed to getting his clients to the safest place possible in their retirement lives. When working with clients, including business owners and Federal employees, George is committed to helping them discover clarity and purpose in their financial lives. “It is your money, your choices, your decisions!” George works directly [...]
For over 30 years, Ken May has been helping hard-working Americans avoid making mistakes with their money that could spell disaster in retirement. Ken’s specialized knowledge in the area of business and personal taxation makes him uniquely qualified to design strategies so that his clients don’t pay more in tax than is legally required. “Everyone [...]
Ready for a different approach to wealth and retirement planning? Are you concerned you: Might outlive your savings in retirement? Will start Social Security at the wrong time? Could fail to account for potentially expensive healthcare costs? Are missing out on higher interest rates? Will enter retirement with too much debt? Could have an imbalance [...]
I became licensed in health and life insurance in the State of Michigan in 2007, and I collaborate with clients who are looking for solutions to their BIG FINANCIAL Questions: How can I have the retirement income I need without the worry of running out of money? How can I build a financial plan that [...]
An accomplished author and speaker who's been featured in two best selling books, Teresa Kuhn also produces the Living Wealth Radio podcast. Teresa's background in law and finance gives her unique insights she uses to help her clients protect what they’ve built. Teresa Kuhn's goal is to help her business owner and self-employed clients leverage [...]
https://www.youtube.com/watch?v=4w0IiPaditg&t=483s At first, it seemed like bad timing. However, in retrospect, Andrew Winnett’s decision to become a financial advisor back in 2007 was fortuitous in many ways. The global financial meltdown of 2007-08 gave Andrew an opportunity to learn everything NOT to do when it comes to growing and protecting wealth. He got to experience [...]
https://www.youtube.com/watch?v=fS75W-noR9Q Financial educator and author Jerry Yu has dedicated his 20 plus year career to revealing startling truths about money. Jerry's articles, podcasts, and videos explain why many pre-retirees are facing challenging retirements, possibly running out of money before they run out of life. Jerry Yu specializes in educating ordinary Americans about powerful [...]
