Schwartz Financial Service

Financial Guidance for Every Stage of Life

Schwartz Financial Services, Inc. is a comprehensive financial planning and wealth management firm founded by experienced financial advisor, Matthew Schwartz. With over 25 years of industry expertise, Matthew and his firm provide personalized guidance and tailored solutions to individuals, families, and business owners across various financial situations.

Our Mission

Our mission is to empower individuals and families to achieve financial stability and pursue their dreams through:

• Tailored Financial Planning: We work closely with clients to understand their unique goals, risk tolerance, and financial situation to create customized plans.
• Comprehensive Solutions: We offer a comprehensive array of services encompassing investment management, retirement income planning, life insurance, estate planning, and wealth preservation strategies.
• Client-Centered Approach: We prioritize open communication, transparency, and personalized attention to ensure your financial journey is guided by your needs and aspirations.

Retirement Income Planning

• Comprehensive analysis and planning to maximize retirement savings and income.
• Guidance on Roth and traditional IRA plans, 401(k)s, and other retirement accounts.
• Strategies for sustainable income during retirement.

Investment Management

• Development of personalized investment portfolios tailored to individual goals and risk tolerance.
• Access to a wide range of quality, non-proprietary investment options.
• Ongoing portfolio review and adjustments as needed.

Life Insurance & Risk Management

• Evaluation of life insurance needs and recommendations for appropriate coverage.
• Guidance on long-term care, disability insurance, and other risk management solutions.

Additional Services

• Estate planning and succession strategies.
• Business planning and succession.
• College funding & education planning.

Our Commitment

At Schwartz Financial Services, Inc., we believe financial planning should be accessible and tailored to each client's unique circumstances. We are dedicated to building lasting relationships with our clients, providing ongoing support, and helping them achieve their financial goals.