What can a Financial Professional do for you?
Simplify the Decisions
A financial professional's job is to pare down the choices between the multitude of mutual funds, annuities, insurance options and individual securities to those that fit your objectives and asset allocation strategy. By identifying appropriate options including ones that are difficult to discover on your own, and focusing on your goals, a financial professional can save you considerable time and effort.
Offer Prudent and Timely Advice
Determining your correct asset allocation, identifying the appropriate products, and tracking their performance are difficult and time-consuming tasks. A financial professional will also keep you up-to-date on investment-related news and developments.
Provide Ongoing Review
Once a strategy is implemented, a financial professional will conduct comprehensive periodic reviews of your situation and your objectives, to monitor your overall progress toward meeting your financial goals.
As a qualified financial professional I will build long-term strategies that balance your financial objectives and constraints, your time horizon and your tolerance for risk, then measure them against your short and long-term goals.
My practice was established to help individuals, families, and business owners address all of their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them collectively is one of the most important factors in your overall financial success. My approach can help you reduce your exposure to taxes, address your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.
Whether your financial affairs are relatively simple or fairly complex, I can help you develop a strategy that is right for you and can provide insight on how to plan for many of life's major events. To schedule an appointment, please call 781-932-3289, or send an email to matt@SchwartzFin.com.