It’s Your Journey.We Guide You Through.
We are a team of financial planning professionals to whom three generations of clients and businesses have turned to for guidance. We are, and have always been, an independently-managed firm – our allegiance is only to our clients and their financial wellbeing. We are the professionals you have been looking for to help you successfully navigate your financial journey.
Over 65 Years ago, Julian Schwartz started this practice and was a Founding Member of the International Association of Financial Planners, the precursor to the current Financial Planning Association. He laid the groundwork of principles on which we continue to operate – integrity, professionalism, and client commitment.
When you choose to work with Schwartz Financial Associates of Firstrust Financial Resources, you are so much more than a client; your journey becomes part of ours. We measure our success on helping you pursue your financial goals. We believe in transparency and offer you independent financial guidance coupled with technology driven strategies.
If you are a Young Professional or a Recent Graduate, chances are you have started thinking about paying off your student loans, getting a mortgage to buy a home, saving for your future or just trying to figure out how all these puzzle pieces fit together. It’s easy to get lost in the details. That’s where we come in. You need a Financial Advisor who has the information required to get you started toward these goals - and one who “speaks your language”. We have the right combination of fresh ideas and technological savvy – along with 60 years of combined experience as trusted financial professionals– to provide you with the Plan you need to go forward!
Do you find yourself asking these questions?
As you begin to contemplate retirement there are a myriad of factors to consider. The decisions you need to make are complex and, at times, irreversible. That’s where we come in. As your trusted Financial Advisor, we will guide you through the decision making process. We will help you establish your plan for many fruitful years in retirement. Utilizing the latest technology, you will gain the confidence you need to start this new phase in your journey.
Managing a family is a full time job. But often, you already have full time jobs, so planning ahead often gets left behind as you are pressed for time. You may need to plan for your childrens’ education or a bigger home or income security if you are not able to work. That’s where we come in. As your trusted Financial Advisor, we will set up programs to meet all these varying needs and guide you through the decision making process. Utilizing the latest technology backed by 60 years in business, you will have confidence that you are proactively addressing all your family’s financial needs – for now and the future!
For widows and divorcees, managing your finances can often be a new and stressful experience. From alimony or child support to Social Security Benefits, there are so many moving parts that it is often hard to determine how to move forward. That’s where we come in. As trusted Financial Advisors, we educate widows and divorcees how to successfully manage their own finances. We understand that you need independent, non-partial advice and assistance in your financial life. We have the right combination of longevity – 60 years and three generations - and technology to create your plan to help give you the confidence that you need.
As a Small Business Owners taking care of your business is your #1 priority. However many neglect to plan for their own retirement or pay sufficient attention to their own benefits. There are so many factors that Small Business Owners have to manage every day that it is easy to forget about your personal financial well-being. That’s where we come in. As your Financial Advisor, we will help you get on track and take care of certain items that you are too busy to deal with. Utilizing the latest technology backed by 60 years in Business, we will create a tailored plan to help set you up for financial success.
We can also refer you to various options in related professionals in the fields of accounting, legal services, and computer systems for the important components of a successful Small Business.
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