It's your journey ... we help you get there.

Why choose Schwartz Financial as your Financial Planning Partner?  Any broker or financial representative can sell a product or service.  We will help you determine the path that is right for you, and take the journey together.  We help you understand where you are in your financial life, by pulling all the pieces together for you.  We help you define where you want to be by focusing on your goals - short, medium, and long term.  And we create a plan for you to reach those goals - to determine how to get there - providing ongoing review and monitoring of your progress, making adjustments along the way.   Our team approach, from our in-office staff to our broad professional alliances, will help you "get there".
 
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

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