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Arizona
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Washington
Fridays 12:30 PM PST
Saturdays 6:30 PM PST
Learn How we
Work with Our clients
Find Your Personal Risk Score
Most people have no idea what their true appetite for “risk” iswhen it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to helpclients determine their personal Risk Score. If you want to knowyour Risk Score on a scale from 1-100, click on the button below.
Quick Risk Score APP
Do you wonder how risky your investments are?
Find out by using our Investment Risk Quick Score App!
Growing Wealth for Retirement Begins
with risk amanagement
At Swiss American Financial Solutions, we have put together a multi-disciplinary group of professionals who have a goal to help grow and protect your money. From asset protection to college planning, retirement, and estate planning, we offer a wide variety of services.
Wealth Preservation
Protect Against Unnecessary Risk
Build a diversified strategy designed to protect accumulated wealth while keeping investments aligned with long-term goals.
Navigate Market
Volatility
Provide ongoing guidance and strategic adjustments to help protect wealth through changing markets while keeping long-term goals on track.
Plan for
The unexpected
Incorporate insurance, liquidity, and contingency planning to help protect wealth from unforeseen life events.
Preserve A
Family Legacy
Coordinate estate and legacy strategies so assets can transfer efficiently and according to the client’s wishes.
Asset Protection
All clients should take steps to have their wealth protected from creditors. Unfortunately, most do not. Asset protection doesn’t have to be difficult or expensive. On this site, you will learn how exposed your assets are to creditors and how to protect them.
Retire Tax-Free
For many people, funding a taxdeferred 401(k) or IRA can be more tax hostile than tax favorable. Most people are unaware of a tax-free retirement tool that can be a much better retirement tool than tax-deferred plans.
Guaranteed Income
From 1999-2008 the S&P 500 stock index was negative (a lost decade). If you are interested in avoiding downturns in the stock market while funding a product that can also generate a “guaranteed income for life“ you can’t outlive, keep reading.
Why Choose Us?
Our firm believes strongly in putting clients’ needs first. That may seem obvious, but when working with new clients, it is not always apparent that the previous advisor’s advice was what’s best for them.
Our firm prides itself in its knowledge of a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms in the country as well as other top experts in the finance and insurance fields.
Our goal is to be “the” place a client can turn to get answers/help on asset protection, income, estate, and capital gains tax reduction, growing wealth in the least risky manner possible, estate planning, business/corporate planning issues, and much more.
We hope you enjoy our website and find time to both read various parts of the site as well as watch several of the educational presentations.
More Information
Asset Protection
Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit.
While that’s important, such gurus forget that the #1 creditor clients have every year is the IRS (taxes). Also, people are much more likely to lose money in the stock market in any given year than to be sued for negligence. The goal of a “good” asset protection plan is to make sure “all” of your assets are protected from “all” creditors. This is the specialty of our firm as you will learn when you review our site.
Predicting The Future
Do you believe the stock market is going to average double-digit returns anytime soon? Do you worry about your money going backward in a Bear market? Learn More…
What is the “best” way to grow your wealth for retirement? Is it through tax-deferred tools like 401(k) plans or IRAs? Is it by investing in stocks, mutual funds, index funds, cash value life insurance, annuities, bonds, etc.?
How much risk should you take to reach your financial goals? Our answer is that clients should take the least amount of risk necessary to reach their financial goals (unfortunately most Americans do not take this approach and pay the consequences when the stock market tanks).
This website discusses many unique wealth-building tools so readers can educate themselves and make “informed” decisions about the “best” way to grow their wealth.
Stock Market Protection
Protecting Your Wealth From Stock Market Losses With Fixed Indexed Annuities (FIAs)
What you are about to learn will be very exciting to you.
For readers who lost 40%+ when the stock market crashed in 2000-2002 and 40-50-60% when it crashed in 2007-March of 2009, this material will be a real eye-opener.
This material covers Fixed Indexed Annuities (FIAs) and why you may want to use them as one of your protective wealth-building/retirement tools.
For more information and to learn how you can use FIAs to protect and grow your wealth, please click here.