Are excessive or undisclosed fees Silently Draining Your Retirement?
Most people may be paying more in fees, taxes, or sub-optimal allocation than they realize. A no-obligation review can help identify potential areas for improvement; outcomes vary by household. In just 30 minutes, Brett Henderson will review your situation and may identify potential gaps and next steps based on the information you provide.
Brett Henderson
CIMA | CPFA | CRPS | CEPA | AIF | CLU | BFA
20+ Years | Fiduciary Advisor
Pick Your Time Below
Prefer to talk first? Call (310) 491-7045 or email info@swe90ai.com
Fiduciary
Legally Bound to Your Best Interest
8 Credentials
CIMA, CPFA, CRPS, CEPA & More
20+ Years
Wealth Management Experience
Hundreds
Of Families Served
Here's What Happens In Your No-obligation Session
We Diagnose Your Current Plan
Brett reviews your portfolio, fees, and tax situation to find the gaps most advisors miss.
You Get a Personalized Roadmap
Walk away with specific, actionable steps, whether you hire us or not.
You Decide, Zero Pressure
If we're a fit, great. If not, you'll leave with clearer next steps based on what you shared during the call.
Meet However Works for You
Video Call (Zoom)
Face-to-face from anywhere. Most popular option.
Phone Call
Quick and convenient, call from wherever you are.
In-Person (Hermosa Beach, CA)
Meet Brett at our South Bay office for a personal consultation.
"What you can expect from the call: clear next steps, plain-language answers to your retirement questions, and a candid view of whether a fit makes sense. The consultation is offered at no cost."
Common Questions
What does it cost?
Nothing. Your initial consultation is offered at no upfront cost.
Will I get a sales pitch?
No. You'll get honest, fiduciary advice. If we're a fit, we'll discuss next steps. If not, you leave with a better plan.
What should I prepare?
Just a general idea of your assets, income, and goals. No paperwork needed.
Who will I speak with?
Brett Henderson directly, not a junior associate or call center.
How long does it take?
30-45 minutes. Enough to cover your key questions and create an action plan.
Can I meet virtually?
Yes. Video or phone, whatever works. Advisory services are offered to clients in jurisdictions where SWE90's affiliated registered investment adviser is appropriately registered or exempt; please contact us to confirm eligibility for your state.
Every day you wait is another day of unnecessary fees and missed opportunities.
BOOK YOUR NO-OBLIGATION SESSIONNo credit card. No obligation. Just clarity.