Our Firm

Whether you are retired, approaching retirement, or viewing retirement from several years away, having an organized retirement plan is critical. Our commitment is to help clients take advantage of concepts and strategies that will help them live better, today and throughout their retirement years. We are an independent retirement planning firm, but unlike many of our peers, we don't charge fees.

-Vern Swegle

Mr. Swegle was born and raised in Dixon, Illinois.  He graduated from Northern Illinois University with a Business Education degree. He has lived in Arizona since 1996.

He has helped clients since 1975, and is committed to offering innovative concepts and strategies to help retirees and business owners achieve their specific goals.  Vern has spoken to various groups, and has authored many financial articles and booklets. He is uniquely qualified as a specialist, advising clients on retirement issues and helping them avoid financial risks.  He appreciate the clients he serves and is grateful for the opportunity to help them accomplish their financial goals.

Vern is dedicated to delivering uncompromising value and providing integrated solutions to help client's build, manage and preserve their assets. He is an independent advisor and his clients interests always come first. His business relationships are built on integrity, service and trust.

He and his wife, Sylvia resides in Scottsdale, Arizona.  They enjoy most outdoor activities, classic cars, and supporting various service organizations and charities.