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.

Sydnee Peck | Executive Assistant

Sydnee serves as the dedicated liaison between Swiss American Financial Solution and our clients. In her role as the Executive Assistant, she manages daily office operations and handles a range of transactions, including transfers, deposits, and withdrawals from clients’ custodial accounts and personal affairs. With over a decade of experience in customer relations and eight years of client-facing and marketing expertise, Sydnee brings a comprehensive skill set to her position. Her meticulous approach to managing critical company documents and custodial transactions, along with account setups with TDA/Schwab, ensures that our clients receive thorough and reliable service for all their asset management and insurance needs.

Karen Szilagyi | Financial Advisor

Karen Szilagyi joined Swiss American Financial Solutions in 2023. She is a licensed health and life insurance agent in several states helping clients in many areas of retirement planning, tax planning, and medicare plan optimization.

After graduating from San Diego State University, Karen spent over ten years building relationships with CFOs, Controllers, and Internal Audit teams of Fortune 500 companies in the recovery audit industry.

Since beginning her career as an independent licensed agent and life advisor, Karen has always believed in offering solutions and services she is implementing in her own life.

She understands that over the next 10-15 years almost 70% of wealth will be managed by women. We believe that a female advisor is often the preferred option for women seeking genuine advice and consulting pertaining to their wealth and estate planning.

In addition to her Financial Advisory tasks, Karen is providing Medicare solutions, health insurance for those under 65 along with short-term disability and life insurance options.

Karen enjoys quality time with her family, you will often find her on one of the hiking trails in the greater Phoenix area. She has a daughter in her first year of college and a son who just started High School. Because Karen’s son has special needs Karen developed a very strong connection and responsibility to the overall special needs community. She has served on the Board of Directors for the Down Syndrome Network and is currently on their advisory board.

Lynn Stafford, ChFC, CLU, FLMI | Director Operations

Lynn Stafford has over 40 years of experience in the Financial Services industry in Operations, Information Technology, Marketing & Sales. He has held numerous Senior Executive positions with Insurance Companies in California, Delaware and Nebraska. For the last two decades he has worked as a Marketing Consultant with various Financial Planning firms like Swiss American Financial all over the country. He provided marketing, product, compliance and retirement planning expertise to enable these firms to offer the best possible solutions for their clients. He has worked independently with us for 15 years and is now part of the Swiss American Financial Solutions team.

As a Chartered Financial Consultant and a licensed agent for Life, Annuity & Health coupled with his years of experience, he brings valuable knowledge and insight to the preparation process of our clients’ retirement plans. He is passionate in his belief that a retirement without a written plan does not and will not provide financial peace of mind. He is also acutely aware that life is full of surprises so those plans must be adaptable and flexible.

Originally from London England, he met his wife on vacation in Los Angeles 45 years ago, has lived in the U.S. ever since and became a U.S. citizen. He now lives in Arizona with his wife, daughter, son and two granddaughters.

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.