Who We Are

We are a team of highly skilled financial advisors that specialize in retirement planning, business exit planning, wealth management, and more.

Who We Serve

As veteran entrepreneurs ourselves, we are passionate about helping veteran entrepreneurs and like-minded individuals succeed both personally and professionally.

Why We Serve

We value trust, hard work, and integrity, and believe you deserve a financial advisor that serves in your best interest.

Testimonials

"I met Brett over 15 years ago when we were having issues with our previous Benefits Agent. He has consistently been very responsive when there were problems and is proactive in helping avoid problems. He remains a trusted part of our team guiding our employees toward their best retirement."

Lars Nilsson

Purchasing Manager
SAI Industries – Glendale, California
"I've worked with Brett for 8+ years now when we started up our company's 401k plan. Brett has always answered my calls and responded to any inquiries I had. I am always grateful to know that if I have a financial question I can turn to Brett for advice and guidance."

Michael Hanabusa

CEO, Secured Management Corp
El Segundo, California
"Brett Henderson and I have been friends a long time. We punched our Marine Corps chit together and Brett has really helped a lot with business and investing advice. If you’re a veteran and want to start your own business. You need Brett on your side! "

Ryan Gatchell

Captain USMC - Florida & Louisiana

Testimonials Disclosure: *Testimonials appearing herein may not be representative of the experience of other clients and are no guarantee of any future performance or success. No client was paid for their testimonial. View All Testimonials

Who We Are?

You have a lot of options when it comes to choosing a trusted financial advisor. Our extensive experience and the time we take to understand you, your goals, and your unique needs sets us apart. We work with veteran business owners throughout every stage of their business cycle, from just starting out to building an exit plan.

Laser Focused

We are laser focused on your goals and will never neglect our mission to help you succeed.

Unmatched Service

We do all the heavy lifting for you and pride ourselves on our unparalleled service.

Leading Industry Knowledge

We hold some of the industry’s highest designations and are proud of our continued education and experience.

Your Financial Partner

We aren’t just an advisor. We are your partner and will guide you through every step of your business ownership journey.

Schedule a call

Why We Serve

Check out the video to learn more about why we’re passionate about serving the clients we partner with.
As a veteran himself, our founder, Brett Henderson, understands the unique needs of veteran entrepreneurs. He has worked hard to create a community to support this segment through the firm’s podcast as well as giving back to the community through organizations such as The Battle Buddy Foundation.

Schedule a Call

Our Qualifications

AI Can Answer Questions. It Can’t Understand Your Life.

AI tools can help explain investing concepts, retirement strategies, and financial terminology in seconds. But financial planning is more than information it’s personal. Your goals, lifestyle, family priorities, business interests, and long-term vision all matter when making important financial decisions.

At SWE90 AI, we explore how AI can support financial education and smarter conversations. But personalized guidance still requires human experience and real understanding.

That’s why SWE90 focuses on helping individuals and families create strategies tailored to their unique financial goals.

Use AI for Research. Use Experience for Real Decisions.

Schedule a Consultation
Read More

Don’t Miss Our Podcast

Our podcast, The Veteran Entrepreneurs Masterclass, is all about telling the stories of veteran business owners. We offer best practices, tips, and foster a sense of community with our listeners.
Subscribe Now