PRIVATE WEALTH MANAGEMENT | ESTATE PRESERVATION | INVESTMENTS
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Helping you reach your financial goals is our top priority.
SWISS AMERICAN FINANCIAL SOLUTIONS | 17505 NORTH 79TH AVE., SUITE 215 | GLENDALE, ARIZONA 85308 | 602.703.6611
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Swiss American Financial Solutions (SAFS) and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Swiss American Financial Solutions, a Registered Investment Advisor . Being registered as a registered investment adviser does not imply a certain level of skill or training. Swiss American Financial Solutions is not affiliated with or endorsed by the Social Security Administration or any other government agency. For a complete description of investment risks, fees and services, review the firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting SAFS. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
We have the experience to help guide you to
a successful financial future one step at a time.
At Swiss American Financial Solutions, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. We work with many retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
At Swiss American Financial Solutions, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of professionals and individuals with an extensive background in addressing your particular financial needs.
In summary, our team develops tailored solutions to help our clients work toward their financial goals. It is extremely important that our relationships with each client be built on a foundation of trust. Swiss American Financial Solutions prides themselves in partnering with each client in accordance with their individual business’ or family’s objectives. We endeavor to guard your wealth like it is our own. Our overall focus encompasses accumulating, protecting and perpetuating our client’s wealth to future generations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve. If you have questions or want to make an appointment, send us an email or give us a call.
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www.whyswissmerican.com | 602.703.6611
Our unique approach to your success begins with
getting to know you and understanding your needs.
With great power comes great responsibility, and at Swiss American Financial Solutions, we understand that our clients have given us great power in helping with their financial futures and we must never forget the great responsibility that comes with this. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.
www.whyswissmerican.com | 602.703.6611
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Swiss American Financial Solutions (SAFS) and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Swiss American Financial Solutions, a Registered Investment Advisor . Being registered as a registered investment adviser does not imply a certain level of skill or training. Swiss American Financial Solutions is not affiliated with or endorsed by the Social Security Administration or any other government agency. For a complete description of investment risks, fees and services, review the firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting SAFS. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Our team of professionals are at the top of their game.
Yuerg Eichmann, Founder
Yuerg is a licensed Certified Retirement Financial Advisor and Vice President 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, Financial Advisor
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.
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.
CONTACT US NOW
www.whyswissmerican.com | 602.703.6611
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Swiss American Financial Solutions (SAFS) and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Swiss American Financial Solutions, a Registered Investment Advisor . Being registered as a registered investment adviser does not imply a certain level of skill or training. Swiss American Financial Solutions is not affiliated with or endorsed by the Social Security Administration or any other government agency. For a complete description of investment risks, fees and services, review the firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting SAFS. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Swiss American Financial Solutions was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to help navigate each client through life's most important journeys. We create a customized plan for your financial stability and independence in retirement.
Investment Advisory Services
Swiss American is a fee-based Investment Advisor. Our team will partner with you to design, implement and regularly review a customized investment strategy that, subject to your risk tolerance, supports your goals. To do so, we partner with investment advisors and portfolio managers that help us achieve your investment goals and objectives, and are subject to monthly, quarterly, and annual due diligence reviews. Our responsive investment solutions are built to anticipate and react to the markets, helping our clients stay on track for the long term, even as their circumstances change.
Retirement Planning
Our clients focus on retirement planning many times throughout their lives, but one maxim holds true; “It’s never too soon to begin saving (planning) for retirement”. A relatively recent phenomenon plaguing retirees is the distinct possibility of out-living one’s retirement savings. Through the integration and coordination of both qualified and non-qualified retirement strategies, our goal is to make certain our clients enjoy the retirement they earned over a lifetime of work without being forced to make significant changes in lifestyle. Only through a comprehensive plan that is implemented early in the process and regularly monitored can we reach that goal. Contact us for more info on these services and more.
Portfolio Management
Your portfolio of assets is comprised of much more than your investments. It includes the family business, primary and vacation homes, investment properties, insurance policies, private equities, and traditional investments. Managing your portfolio of assets begins with developing an all-encompassing relationship with you; a true Partnership. Learning about your business, family, philanthropic intents, retirement and succession goals will enable us to create a plan with you to grow, steward, protect and ultimately transition your family wealth.
Tax Planning
As the old adage says, “It’s not about how much you make, it’s about how much you keep.” We will coordinate with your tax advisors to ensure the tax proficiency of your Family Financial Plan and to make certain that all elements of the Family Financial Plan work together in the most tax-efficient manner possible.
Family Business Strategies
The primary role of the Family Business Strategist is to partner with family members and their trusted advisors in the development, implementation and regular monitoring of strategies designed to Grow, Protect and Transition a successful Family-Owned Business.
www.whyswissmerican.com | 602.703.6611
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Swiss American Financial Solutions (SAFS) and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Swiss American Financial Solutions, a Registered Investment Advisor . Being registered as a registered investment adviser does not imply a certain level of skill or training. Swiss American Financial Solutions is not affiliated with or endorsed by the Social Security Administration or any other government agency. For a complete description of investment risks, fees and services, review the firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting SAFS. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Our list of services can assist you in
every aspect of financial planning.
Contact us here anytime for any
and all of your financial needs.
www.whyswissmerican.com | 602.703.6611
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Swiss American Financial Solutions (SAFS) and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Swiss American Financial Solutions, a Registered Investment Advisor . Being registered as a registered investment adviser does not imply a certain level of skill or training. Swiss American Financial Solutions is not affiliated with or endorsed by the Social Security Administration or any other government agency. For a complete description of investment risks, fees and services, review the firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting SAFS. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.