Services
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?