Life is unpredictable. Nearly half of U.S. Households don’t have enough life insurance to help them weather the loss of a loved one or job. My role is to work with individuals, families and business owners on appropriate planning for protection of assets and preservation of wealth. Taking time to listen to our client’s goals is a top priority to me and our team. From there we create a strategy and plan in order to minimize some of the uncertainty and liabilities that life's unexpected circumstances can bring our way. Initial consultation is complimentary.
At Schwartz Financial Group we show our clients how to:
-Protect your savings from loss and provide for upside potential
-Make your money work for you, not against you
-Maximize use of tax-advantaged savings and income opportunities
-Re-direct money you are already spending/saving to create new money and new ways to save
For the business owners visiting this page, we have great resources and benefits for employees! As a small business owner myself for over 20 years, I realize the importance of an extra layer of protection not just for our own lives, but also for the individuals that help make our lives and businesses that much more successful.
To schedule a consultation, contact Lee Schwartz directly at 651-324-0364