At Swartz Financial Planning, our team offers advice and assistance in the following areas:

Current Position

  • Cash Flow Strategies
  • Money Market Accounts
  • Debt Management
  • Debt Reduction Strategies
  • Goal Achievement
  • Net Worth

Investments

  • Asset Allocation
  • Diversification Strategies
  • Mutual Funds
  • Exchange Traded Funds
  • Account Selection (IRA, Roth, etc.)

Tax Planing

  • Tax Favored Investments
  • Retirement Taxation
  • Capital Gains Strategies 
  • Health Savings Account Strategies
  • Tax Free Retirement Strategies

Insurance Planning

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Health Savings Account

Business Planning

  • Group Benefits
  • Business Strategies
  • 401(k)s, 403(b)s, SIMPLE & SEP IRAs
  • Succession Planning
  • Deferred Compensation
  • Executive Bonuses

Estate Planning

  • Estate Transfer Strategies
  • Last Will & Testament
  • Power of Attorney
  • Health Declarative
  • Transfer on Death
  • Trusts