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.
Testimonials
"Ken and the team at Sweitzer Income Planning have helped me and Eileen secure our retirement through income guarantees. We are really impressed with the work they do and we now feel confident in our financial future."
- Randy & Eileen E.
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!
 DISCOVER
Let’s Get Started
Fill out the form below to schedule your one-on-one meeting with Sweitzer Income Planning. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.