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Financial Planning


A Comprehensive Approach

True financial planning isn’t simply about using your money to make more money. Instead, it’s about leveraging your wealth—in all its forms—to actively shape a secure and satisfying future. Our planning encompasses:

  • Retirement planning

  • College planning

  • Risk management

  • Tax minimization

  • Philanthropy

  • Estate planning


An Ongoing Planning Relationship

Life happens; situations and goals change. As they do, your financial plan must evolve as well.

That is why we provide a living plan updated each and every day with your own personal website.  And of course, life is full of surprises: When a potential opportunity or difficulty arises, we are there to help you navigate toward the best possible outcome.

At Schwartz Financial, we love working with clients who have a passion for the future. Why? Because we get to play an instrumental role in helping them to achieve that future.