Anchor Financial Advisors Securing Your Financial Future
Retirement income and protection strategies designed to help safeguard your lifestyle, your savings, and your peace of mind.
Anchor Financial Advisors
Independent retirement & wealth guidance in Schaumburg, Illinois — led by Founder & CEO Brian Swerdlow.
At Anchor Financial Advisors, LLC, we specialize in designing and customizing targeted plans for individuals and couples who want their retirement lifestyle to match the life they’ve worked so hard to build. We work closely with you to help maximize your income and strive to ensure your money works as hard and as smart as you did, with the goal of creating financial confidence and lasting peace of mind.
We are also affiliated with Brookstone Capital Management, which manages approximately $7 billion in assets. Brookstone’s broad investment platform and disciplined approach — rooted in tactical and strategic asset allocation — gives us access to a wide array of investment options and model portfolios across varying levels of risk. These powerful resources and alliances allow Anchor Financial Advisors to provide comprehensive financial planning, including asset allocation, retirement planning, college funding, and portfolio management, offering a one-source solution for the thoughtful growth and preservation of our clients’ wealth.
Discover Your Financial Picture
Brian takes time to understand your goals, income needs, risk comfort, and family priorities — mapping out your accounts, benefits, and current strategies so you see your full retirement picture in one place.
Design Your Retirement Blueprint
Together, you’ll build a strategy that lines up your income sources, investments, and protection tools — aiming to balance growth and preservation while being mindful of market risk, taxes, and healthcare costs.
Implement, Monitor & Adjust
Anchor Financial Advisors helps you put the plan into action and reviews it regularly, adjusting as life, markets, and tax laws change — so your retirement strategy stays aligned with what matters most to you.
Rock Solid Retirement Income Strategy
Peace of mind that comes with retirement income that’s designed to last as long as you do.
Your paycheck may stop at retirement, but your need for steady, reliable income does not. Our Rock Solid Retirement Income Strategy focuses on turning your savings into predictable income so you can enjoy life without constantly worrying about market swings.
In just a few minutes, this video walks through how protected income, smart withdrawal planning, and ongoing review can help keep your retirement on solid ground.
What Can
You Expect?
With Anchor Financial Advisors and Founder & CEO Brian Swerdlow, you get an independent partner helping you organize, protect, and intentionally use what you’ve worked so hard to save — right here in Schaumburg and the greater Chicagoland area.
Questions right now? Call our office at (847) 604-0090 or email info@anchorfinadv.com .
- A retirement and wealth strategy aligned with your goals, values, and timeline.
- Clear income planning to help turn your savings into reliable retirement paychecks.
- Risk- and tax-aware guidance designed to help you keep more of what you’ve earned.
- Ongoing support from an independent advisor you can call as life and markets change.
Begin by understanding where you stand today.
Anchor Financial Advisors and Founder & CEO Brian Swerdlow start with a clear picture of your current financial position.
Before you can build a confident retirement and wealth strategy, you need to know exactly where you are now. Brian helps you organize your accounts, income sources, and key risks so you can see what’s working, what may be exposed, and where there’s room to improve — with a focus on families and individuals in Schaumburg and the greater Chicagoland area.
That clarity becomes the starting point for designing a plan that supports your lifestyle, protects what you’ve built, and aligns with the future you want — not just what the market does next. Questions right now? Call our office at (847) 604-0090 or email info@anchorfinadv.com .
Anchor Financial Advisors · Founder & CEO
Brian Swerdlow, Founder & CEO
Serving families and individuals from our Schaumburg office, Brian leads Anchor Financial Advisors with a focus on income, protection, and financial peace of mind in retirement.
Anchor Financial Advisors · Retirement, Income & Wealth Strategies
Tailored Strategies for Every Stage of Retirement
Anchor Financial Advisors, led by Founder & CEO Brian Swerdlow, brings together retirement income, investment management, risk management, and tax-aware strategies to help safeguard your lifestyle, your savings, and your peace of mind throughout retirement.
Turn Savings into Reliable Paychecks
Coordinate Social Security, pensions, and investment income so your money is structured to support your lifestyle for as long as you live.
Align Risk, Goals & Time Horizon
Build portfolios that reflect your comfort with risk, time frame, and income needs, with an eye toward both growth and preservation.
Coordinate Key Retirement Benefits
Explore claiming strategies and timing so your Social Security and other benefits work together with your broader income plan.
Protect Income, Family & Legacy
Evaluate life insurance and other protection tools to help replace income, care for loved ones, and support the legacy you’d like to leave.
Be Intentional About Taxes
Coordinate investment, income, and withdrawal strategies with your tax professional so you can work to keep more of what you’ve saved.
Plan for Life’s What-Ifs
Consider healthcare and extended-care needs so a future event is less likely to derail your finances or place an unexpected burden on your family.
Visit Our Schaumburg Office
Anchor Financial Advisors · 1901 N. Roselle Rd. Ste. 800 · Schaumburg, IL 60195 | Business: (847) 604-0090 | Fax: (866) 250-6615 | info@anchorfinadv.com
Why Anchor Financial Advisors
You’ve worked a lifetime to build what you have. Anchor Financial Advisors, led by Founder & CEO Brian Swerdlow, focuses on helping pre-retirees and retirees in Schaumburg and the greater Chicagoland area turn savings into protected, reliable income — with clear strategies instead of guesswork.
Independent & Options-Driven
Anchor Financial Advisors is not tied to a single company’s products. Brian reviews solutions from multiple respected carriers and narrows them down to what actually fits your goals, time horizon, and comfort level with risk.
Retirement-First Planning
The focus is on income you can’t outlive and strategies to help reduce the impact of major market downturns — so your retirement lifestyle isn’t dictated by the latest headline or short-term swing in the markets.
Personal, Relationship-Based Advice
This isn’t a generic, one-size-fits-all plan. Brian takes the time to understand your family, your concerns, and what “successful retirement” really means to you — then builds strategies around that vision.