About Us |
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Soeren Svendsen | President
Soeren has been in the financial business since 2002. His expertise lays in IRA / 401(k) conversions, Tax-free retirement planning, life insurance, and Long-Term Care planning.
His objectives for each of his clients are quite simple to preserve and grow their retirement estate, regardless of ANY market fluctuation. Soeren's clients range from hard-working Americans striving to reach their financial goals and retirement, to top executives of Fortune 500 Companies. He would love the opportunity, and would consider it a privilege to do the same for you! He married his beautiful wife Yani in 1999, They have a daughter and 3 amazing grandkids. Their faith and family are the most important part of their lives. They both enjoy each of our hobbies, Soeren's are road bicycle riding and golf and Yani enjoys horseback riding. |
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Enjoys bike rides with clients.
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Soeren with his beautiful wife Yani.
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Hobby's include boating with his grandchildren.
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Our Amazing Team
Holly Taylor - Senior Annuity Consultant
Grady Gorman GFS - Regional VP of Annuity Sale/Design Craig Miera - Life Insurance Specialist Heather Schrieber RICP - Tax and Legal Specialist Soeren Svendsen - President |
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Our Services
What We Do For Clients We refuse the notion that “One shirt fits all!” Every client is different, and therefore deserve a plan that is custom designed for their specific needs.
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Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Soeren's Articles
Baseball Great vs. Financial Meltdown
Our “Poster boy” in this article is baseball great Babe Ruth! You might ask yourself, what do historic baseball greats and the financial meltdown have in common? You might be a history buff or you might have no interest in the past, but you definitely want to look ahead to the future.... Click here to read more! |
Do I Really Need Life Insurance?
“Do I really need Life Insurance?” is a question that I am often asked, especially by young people who have their youth and good health on their side. So why “waste” money buying Life Insurance now?.... Click here to read more! |
Compound Interest – The 8th Wonder Of The World!
I read that in 1626, Native Americans sold what is known as Manhattan in New York City to white settlers for what equated to $24. Now fast forward, today Manhattan’s land value is appraised at $23.4 billion.... Click here to read more! 
The Sequence of Return Risk
Retiring successfully versus retiring with struggles might often be a matter of good luck versus lousy timing. This is especially true if you choose to keep your qualified 401(k) plan in mutual funds while moving into your Golden Years of Retirement. 401(k) plans are an employer-sponsored retirement program that grew in popularity with the Employee Retirement Income Security Act of 1974, Click here to read more! |
Retirees #1 Fear Is “Longevity Risk”
It has been said that “Only God Knows when we will take our final breath.” How does that correlate with financial planning for your retirement? Well, if we only knew the exact day and time of our death, then planning for retirement would be relatively easy.... Click here to read more! 
The Great Illusion on Wall Street
People love to talk about their amazing run of success in the market, the new hot stock, or the latest info on a new Silicon Valley Startup Tech Company that is poised to deliver a home run. However, the actual underlying reality might tell a different story when the dust settles. Let’s take a deeper look.... Click here to read more! |
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Sequence of Returns
These eye-opening points could mean the difference
of thousands of dollars to you in retirement. 
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Download your FREE COPY now!
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We Love To Meet New People!
