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?