DISCOVER
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
EVALUATE
Using our Asset Preservation Strategies, we’ll examine your current financial situation and determine your retirement needs to help ensure financial longevity.
PLAN
Receive a custom strategy to help you reach your unique retirement goals.
READ THE SWEITZERS' LATEST BOOK!
Financial Longevity Through the Sweitzers' Eyes
COMPLIMENTARY BOOK DOWNLOAD
Protecting everything you’ve built to this point is no small feat, and it requires intentional foresight. Enter Ken Sweitzer, who offers his perspective from decades of industry experience, to help readers see for themselves how to prepare for a lengthy retirement.
With Ken’s keen insights, explore topics such as:
• The toll taxes can take on a longer lifespan
• Potential strategies for funding long-term care incidents
• Tools to make Social Security benefits work for you
• Tips to avoid major market losses
• And more!
INSTANT DOWNLOAD
"The No-Compromise Retirement Plan"
Overcoming the Compromises in Your IRA to Live a More Secure Retirement
With Foreword by Ken Sweitzer and Sam Sweitzer
INSTANT DOWNLOAD
"The New Rules of Retirement Saving"
The Risks No One Is Telling You About... And How To Fix Them
With Foreword by Sam Sweitzer
 DISCOVER
Let’s Get Started
Fill out the form below to schedule your one-on-one meeting with Sweitzer Asset Management. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
