Matthew Schwartz built Schwartz Financial Services, Inc. on a solid foundation of excellent client service and in depth market knowledge.
Specializing in Investment Management, Retirement Income Planning, & Life Insurance, and with nearly two decades of investment and insurance experience, Matthew has been helping both families and business owners work towards pursuing their financial goals.
Please request a FREE initial, no-obligation Financial Consultation & Portfolio Review. House calls, evening, and weekend appointments are available.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Protect yourself against the damage that your homeowners policy doesn’t cover.
It's important to understand the pros and cons when considering a prepaid debit card.
Understanding how a stock works is key to understanding your investments.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
When do you need a will? The answer is easy: Right Now.
It's easy to let investments accumulate like old receipts in a junk drawer.
The market is as unpredictable as the weather. We’d love to help you prepare.
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If you died, what would happen to your email archives, social profiles and online accounts?