A retirement plan tailored to your goals.
At Anchor Financial Advisors, Brian Swerdlow takes the time to understand what you want your retirement to look like. He helps turn a mix of accounts, statements, and questions into a coordinated strategy that aligns income, taxes, healthcare, and legacy — so you’re not guessing, you’re deciding.
Together, you and Brian will build a retirement strategy that’s actually yours — not a template. You’ll clarify where income will come from, how long it’s designed to last, how taxes may be managed, and how healthcare and long-term care fit into the picture. The goal is simple: control, predictability, and peace of mind as you move into and through retirement.
Our Process
- Vision
- Assessment
- Strategy
- Action
- Ongoing Relationship
Grow • Preserve • Give
Comprehensive services from Anchor Financial Advisors to help you grow, preserve, and give your wealth with clarity and confidence.
Grow
Strategically leverage your hard-earned assets to effectively plan for retirement.
- 403B / TSA Plans
- Annuities
- Asset Protection
- Charitable Giving
- Deferred Income Annuity
- Estate Planning
- Extended Care Solutions
- Family Legacy Planning
- Fixed Indexed Annuities
Preserve
Safeguard the resources essential for achieving your envisioned retirement lifestyle.
- Guaranteed Income
- Immediate Annuity
- Income Planning
- Investment Planning
- IRA & 401(K) Assets and Planning
- IRA, 401(K) and 403(B) Rollovers
- IRA Legacy Planning
- Legacy Planning
- Lifetime Income Planning
Give
Support the individuals and initiatives that hold the most significance to you.
- Personalized Retirement Strategy
- Portfolio Management
- Retirement Income Planning
- Retirement Income Strategies
- Safe Money Options
- Social Security
- Tax-Efficient Strategies
- Wealth Management
- Wealth Planning
- Wills, Trusts, Estates
Regular Reviews with Anchor Financial Advisors
Life doesn’t stand still — and your retirement strategy shouldn’t either. At Anchor Financial Advisors, we build in regular review meetings so your plan can evolve alongside changes in your family, health, work, and goals.
During each review, we’ll look at where you are today, what’s changed, and what may need to be adjusted — income strategy, protection levels, beneficiary details, tax exposure, and more. You’ll see how the pieces of your plan are working together and what we recommend going forward.
This isn’t “set it and forget it.” It’s an ongoing relationship designed to help keep you confident, protected, and on course — whether you’re in Schaumburg, the Northwest suburbs, or anywhere in the greater Chicagoland area.
Have a question? Ask Anchor Financial Advisors.
Your Retirement, Built Around You
Our planning process is simple, transparent, and focused on protecting what matters most: your income, your lifestyle, and your peace of mind. We’ll learn what you want retirement to look like, design a strategy to support it, and then put it to work — step by step, at your pace.
Discovery
- We get clear on what you want retirement to actually do for you
- We talk income needs, legacy goals, health costs, taxes — real life, not theory
- We review where you are today: accounts, risks, and gaps
Strategy
- We design a custom income plan so you know what’s coming in, and from where
- We position assets for growth — with protection from unnecessary downside
- We cover taxes, Social Security timing, and survivor protection
Implementation
- We help you move from “plan on paper” to “income you can count on”
- We coordinate paperwork, transfers, and timelines with you — not at you
- We stay with you. Retirement isn’t one meeting — it’s a relationship
Why We Do This
Retirement isn’t just numbers — it’s lifestyle, dignity, and time with the people you love. Our focus is simple: protect what you’ve built and help you enjoy it with confidence, not stress.
Schedule a Conversation