Safe Money. Guaranteed growth.

Chad has been serving Southern Oregon clients with trusted guidance since 1998.Does your retirement need protection? I focus on annuity solutions designed to help protect savings and provide dependable income.Call, Text or request more information today.
No cost. No Obligation.

541-417-4441

"The prudent see danger and take refuge, but the simple keep going and pay the penalty." Proverbs 22:3

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© Southern Oregon Retirement Planners LLC. All rights reserved.

Local. Trusted. Independent.
Over 25 Years Experience

Southern Oregon Retirement Planners was founded by Chad Swanson, a Chartered Retirement Planning Counselor in Grants Pass, Oregon. Initially insurance licensed in 1998 and then securities licensed in 1999, Swanson has been a producer for multiple local independent insurance agencies as well as a Wealth Advisor for Global Wealth Managers UBS and Morgan Stanley. He has owned his own Registered Investment Advisory Firm and as Senior Portfolio Manager has traded and managed a Private Hedge Fund.After 28 years of industry experience, Chad is now focusing his attention on helping Retirees gain access to fixed, guaranteed income strategies to help them secure a successful retirement. Chad moved to Oregon 30 years ago to raise his family (married 32 years, 5 children) and currently lives in beautiful Grants Pass.

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Guaranteed Income specialists

Our primary focus is you and your best interests.Along with comprehensive retirement planning advice, we help retirees build customized plans, providing access and education to safe, easy to understand, no fee fixed solutions -- using annuities, as rates are now at 20 Year Highs! We are independent and shop multiple companies based on your specific needs.In the midst of high inflation, decades of low interest and CD rates, stock market volatility, unexpected expenses and many now living into their 90s. Annuities provide:Competitive Contractually Guaranteed Annual Interest Rates and Income you cannot outlive.
Multiple Year Lock In Options (3-5-7-10 years).
No Stock Market Risk
Rates Typically Higher than CDs
Tax Deferred Growth
Inflation Protection
Liquidity Options
Long Term Care Planning

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