As a financial advisor I offer comprehensive financial planning, investments, and access to insurance. Whether you have basic needs or a more complex financial picture, I can help.

Catherine Schwartz, CFP ® offers independent financial management and advice in the following key areas:

  • Retirement planning
  • Risk management
  • Investment planning
  • College funding
  • Charitable giving
  • Tax planning
  • Estate conservation
  • Business planning

Comprehensive financial planning is designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right types and amounts of insurance?
  • What will happen to my business if I die prematurely?