Fee-Only Fiduciary Financial Planning For Medical Professionals
We are your one source For all your
FINANCIAL PLANNING
Optimize your finances and prepare for your retirement in one place.
Financial Planning Focused on
Medical Professionals
We work specifically with Medical Professionals to help them get the most out of their money.
What Sets Us Apart
The Swartz Financial Planning Difference
Independent Fiduciary
SwartzFP is not owned by or affiliated with any insurance company, bank, or broker-dealer. We create plans and give advice in your best interest, with no sales quotas or commissions. The way it should be.
Certified Expertise
Our staff includes two Certified Financial Planners™ and a Masters of Business Administration. We also have an Enrolled Agent with the IRS, making him the only local CFP® who can also give tax advice.
Commission Free
We never earn commissions or sell products. We are a NAPFA Registered Firm, the highest standard for fee-only fiduciary work, and a member of the Fee-Only Network. Our transparent fees make it easy to know what you’re paying.
What to expect
Our Discovery Process
A Physician must diagnose before they can prescribe treatment.
A Planner must diagnose before they can propose planning.
Diagnostic Consultation
We will meet in person or virtually to ask questions and get a feel for where you are and what we do. Bring as little or as much as you want to the first meeting. If it goes well, we’ll gather more information from you to ensure we can improve your financial situation.
Strategy Session
We will meet again and show you one or two strategies to improve your situation. Even if you decide not to work with us, these will make the whole process worth your time, and we’ll have half a dozen more strategies to show you if you do work with us. You’ll thoroughly understand what we can do for you and what it will cost.
Sleep On It
We will send you home to sleep on it. Rushed decisions are bad decisions. Discuss it together and evaluate your options. Reach out to us again if you still have questions. This allows you to make an un-pressured wise decision. Reply to our follow-up email with your decision.
Meet Your Financial Planner
Michael T. Swartz, CFP®, PDC
Michael T. Swartz is a Certified Financial Planner™ Practitioner, a Certified Physician Development Coach, and the owner of Swartz Financial Planner. His wife, Morgan, is a Physician Assistant at Gundersen Health Systems. Michael is expertly familiar with the issues facing Medical Professionals, both personally and financially. He is passionate about offering comprehensive fiduciary planning and advice.
Professional Affiliations
