Meet Diane Marra in Suffolk, IL
Diane Marra, the founder of Marra Financial Group, is a Registered Financial Consultant and Author who is committed to empowering people nearing retirement as well as those currently in retirement with the knowledge necessary to make more informed decisions about their financial well-being. One of the significant advantages Diane offers her clients is her vast knowledge of retirement issues that she has gained with her 32 years of experience in the financial services industry.
Meet Brian Swerdlow in Schaumburg, IL
As founder and CEO of Anchor Financial Advisors, LLC, Brian Swerdlow is committed to the idea that stress-free retirements don’t happen by accident. Instead, a successful retirement is realized only when a person’s relationship to money is understood, clarified, and transformed. Using strategic, holistic planning models and tools, Brian assists clients in all stages of the financial journey, from the accumulation of necessary growth-focused assets to the creation of spend-down plans.
Brian’s goal as a fiduciary advisor is to help clients discover how to avoid running out of money when they retire. He achieves this objective by designing ethical, data-driven blueprints to help his clients avoid paying more in tax than absolutely necessary and by refining portfolios so that growth is achieved with less risk.