Welcome to S.W.E. Ventures
Retirement Income Strategist
We specialize in creating strategies for maximizing income in retirement — including income for life, assisted care income doubling plans, and individualized retirement planning tailored to your goals.
Planning for Retirement? You Don’t Have to Do It Alone.
Working with a retirement income strategist can be one of the most important decisions you make for your financial future. Research suggests that people who work with a professional advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.* But choosing the wrong one could wreak havoc.
At S.W.E. Ventures, we help you evaluate the best options for your specific situation. We take a comprehensive look at your retirement accounts, pension options, tax situation, and healthcare coverage — then build a strategy designed around the life you want in retirement.
Our services are provided at no cost to you — you will not pay us a dime. Susan is a licensed fiduciary, which means she is ethically and legally obligated to always put what is best for her clients ahead of her own interests. We are here to help you evaluate and plan so that retirement can be everything it should be.
Whether you’re trying to understand when to claim Social Security, how to draw down accounts tax-efficiently, or how to protect your assets as you approach retirement — we can help you stop guessing and start making the right moves with confidence.
“We love helping people.”
Life, Health, Business & Personal Assets
Freedom to choose what’s best for your assets. We are licensed advisors across multiple product areas.
Retirement Income Planning
- Maximize income for life
- Assisted care income doubling plans
- Social Security timing strategies
- Pension optimization for you and beneficiaries
- Tax-efficient withdrawal planning
- RMD (Required Minimum Distribution) planning
Investment & Wealth Building
- Retire paying little or no taxes
- Outperform CDs, IRAs & traditional 401(k)s
- Real estate and market-based products
- Long-term compounding strategies
- Risk management and asset protection
- Above-average return opportunities
Life & Health Insurance
- Long-term and short-term benefit products
- Life insurance planning
- Healthcare coverage evaluation
- Income protection strategies
Property & Casualty Insurance
- Home, auto, and liability coverage
- Commercial and personal lines
- Rate review — is your premium going up?
- Coverage alternatives if you’ve been cancelled
Why Working with a Fiduciary Matters
More money to spend in retirement — the estimated benefit of working with a professional financial advisor.*
Many people approach retirement feeling confident about their plan — only to discover they were leaving significant money on the table. Common blind spots include claiming Social Security too early, pulling from the wrong accounts and triggering a higher tax bracket, failing to account for Required Minimum Distributions (RMDs) in later years, and not having a coordinated strategy for both pension and Social Security income.
A licensed fiduciary isn’t just someone with the title “advisor.” By law, a fiduciary is required to put your best interests first — not sell you a product, not push you into high-fee investments. At S.W.E. Ventures, we take the time to look at the complete picture: your accounts, your timeline, your tax situation, your estate, and your healthcare. Then we build a plan designed for your life.
Having a fiduciary in your corner gives you clarity. You stop guessing, stop stressing, and start feeling confident that you’re making the right moves.
* Source: research on the financial benefit of working with a professional retirement advisor.
Ready to Take the Next Step?
Reach out for a free, no-obligation consultation. We’ll review your situation together and help you build a retirement strategy designed around your goals.
Schedule Your Free ConsultationYour Advisor
Susan “Susie” W. Elias
Owner & Advisor — Insurance | Finances | Retirement Planning
Insurance License #21365949