Welcome to our website
About Our Firm
Founder – Yuerg Eichmann
Yuerg is a licensed Certified Retirement Financial Advisor and a charter member of the Society of Certified Financial Advisers CRFA.
As a member of the National Association of Fixed Annuities (NAFA) and a licensed insurance agent in the states of Arizona (license #908054), Washington (license #859643), and Idaho (license #423524), Yuerg has all the qualifications to help his clients determine the best way to protect their nest egg. His extensive education and many licenses are crucial to navigating through the complex field of investments. He graduated with an MBA at the top of his class from the Benedict School of Economics in Berne, Switzerland. He holds multiple licenses within the state of Arizona covering all important aspects of capital preservation. His innovative solutions to complex retirement financial planning have helped hundreds of clients managing and preserving their hard-earned retirement funds in up-and-down markets. His credo is the sequence of return. If the market is in a downturn, the average retiree simply can’t afford this loss while depleting retirement funds. Yuerg will show you that outliving your retirement funds shouldn’t be the reason for sleepless nights.
Ray Flores MBA | Financial Advisor
Swiss American Financial Solutions / ELBA FINANCIAL LLC
Ray is a licensed life insurance agent and financial advisor with Swiss American Financial Solutions. He holds an MBA from Thunderbird School of Global Management and dual undergraduate degrees in finance and international business. Ray has over 20 years of progressive experience encompassing positions in Finance, Real Estate, Business Development, and Management. Ray has studied abroad in three countries, trilingual / tri-literate, and currently studying a fourth language. An avid fan of working with the community, he is the past president of the WeMAR-kable Toastmasters Speakers club and enjoys mentoring for the Arizona Big Brothers Big Sisters of Arizona. Ray truly enjoys the process of financial planning and retirement income solutions by creating mutual trust and respect, one client at a time.
Cell 602 696 4729 | Office 602 703 6611
Jim Keegan | Financial Advisor
Jim Keegan brings over 25 years of experience as a Park and Recreation Professional to the Swiss American Financial Solutions team. During this time, all the organizations that Jim has been involved with have been recognized by the National Recreation and Parks Association as Gold Medal-winning organizations. The National Gold Medal Award honors communities throughout the United States that show excellence in long-range planning, resource management, and innovative approaches to delivering superb park and recreation services with fiscally sound business practices.
Jim enjoys collaborating with clients in defining Medicare Health Care plans, financial planning, and retirement income solutions by creating mutual trust and respect, one client at a time.
People have worked hard all their lives to accumulate wealth and assets, Jim feels that it is his privilege to work with them in developing long-term retirement plans that provide for an enjoyable time in life, be it traveling, gardening, golfing, hiking, spending time enjoying children and grandchildren or just kicking back and relaxing.
Jim is a licensed Medicare and life insurance agent in several states along with being a financial advisor with Swiss American Financial Solutions.
Cassandra Balderas | Executive Assistant
Cassandra is Swiss American Financial’s trusted liaison to our clients. In her position as the Executive Assistant Cassandra manages all aspects of day-to-day office operations, and transactions including transfers, deposits, and withdrawals from our client’s custodial accounts and personal affairs. She is a customer service professional with over a decade of interface experience including handling customer relations for many years at USAA. Her diligent approach to managing both crucial company documents as well as custodial transactions and account establishments at TDA/Schwab ensures our clients’ comprehensive service in all areas of assets under management and insurance-related product maintenance.
What We Do
Our goal with this site is to allow readers to learn why our knowledge is unique so they can determine if we are the right firm to help them protect and grow their wealth.
We believe in the theory that you should only take as much risk as necessary to grow your wealth. For most, the risk is something that should be avoided. When you work with the right team of advisors, risk can be mitigated or even avoided without sacrificing returns.
When it comes to protecting assets from creditors, we are uniquely qualified to help provide a road map for clients so they don’t have to worry about having their valuable assets taken in a lawsuit.
