FINANCIAL LONGEVITY

  • Ensure you never run out of income during your lifetime.
  • We eliminate your stress and panic from market volatility.
  • Stress-free retirement with income that you can’t outlive.
SCHEDULE A COMPLIMENTARY CONSULTATION

Get Started in 3 Easy Steps:

  • 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.

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600-book-cover

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!

Download the Sweitzers' Book!

Fill out the form below to request the Sweitzers' book!

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GET COMPLIMENTARY BOOK
paperback

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

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paperback

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

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  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.

Schedule a Meeting