Welcome to our website
About Our Firm
Founder – Yuerg Eichmann
Yuerg is a licensed Certified Retirement Financial Advisor and 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 navigate 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 has 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 down-turn, 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
Kristie Martin / Administrative Assistant
As our trusted liaison to clients, Kristie manages all aspects of financial transactions and personal affairs. She is a customer service professional with a decade of interface experience, and a results-driven financial advisor with proven ability to establish complete client satisfaction. Her diligent approach to managing both crucial client and company documents as well as transactions has contributed towards our success. She is dedicated, focused, and excels at completing multiple tasks simultaneously. Kristie’s commitment to achieve project goals always delivers high quality results for our clients.
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, 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 protection 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.