Michael Schwartz
For Individuals and Families
We review what's important to you and develop options that help you meet your desired goals.
In the ever-evolving realm of insurance, our expertise stands tall, backed by years of experience and a relentless commitment to optimizing and securing individual and business assets. We proudly cater to your business solutions through the following services:
Retirement Planning
Individual Retirement Account (IRA)–Traditional and Roth
Employer-sponsored retirement plans (i.e. 401(k), 403(b), 457 plans)
Annuities
Social Security Benefits
Investment Planning
What would you like to accomplish?
By when? What type of risk are you most
comfortable taking? What options are best
for you?
Insurance Planning
Do you have the right coverage in place?
When did you last review it?
Life Insurance
Disability Insurance
Medical Insurance
Long Term Care Insurance
Estate Planning
When you are not here, what do you want
to have happen?
Long-term Care
Annuities
Sculpting guaranteed income streams tailored for your retirement.
Matching products to your unique retirement objectives and risk temperament.
Financial Planning
Navigating your financial journey with meticulous, tailored strategies.
Assisting in pivotal decisions shaping your fiscal well-being.
Tax-Saving Strategies
Unearthing methods to alleviate present and future tax burdens.
Collaborating closely with tax specialists to ensure maximum savings.
Education Planning
College Funding Ideas & Analysis
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice