Michael Schwartz founded Schwartz Financial Services in 1984 after only 7 years in the financial services industry. He continues to be dedicated in creating, growing, managing and preserving the wealth of his clients for over 30 years. Advisees ranging from professionals and executives to self-employed businessmen and families rely on Michael to develop financial strategies for Retirement Planning, Retirement Distribution Planning and College Funding.
Since losing his father at the age of 7, Michael learned early in life the need to be prepared for events that appear without warning. This has given him a solid grounding in helping others focus on preparation for life’s sometimes catastrophic situations.
A strong client relationship is Michael’s forte. He excels at developing unique, customized approaches for his clients; strategically crafting a plan for each client based on individual values, objectives and goals.
Through his association with Ed Slott (America’s IRA Expert), Michael is a Master Elite Member of the Ed Slott Elite IRA Advisor Group, Michael keeps up with the latest changes to tax law and IRA distribution methods.
Successful individuals and families work with Michael to:
Develop and implement a comprehensive wealth management plan with a goal to help them reach their financial dreams.
Make smarter decisions in today’s political, economic and social environment.
Obtain an independent second opinion from a top financial planner in their area.
Michael has spent the last 30 years striving to help clients and prospects reach their financial dreams both in working with clients and publishing a “weekly market commentary” to over a thousand people for the last 9 years as well as having numerous articles published during that time period.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have.
Contact me today.