About Schwartz Insurance Services

 

 

 

 

 

 

Jeff is licensed in Colorado, North Dakota, and Texas.

Working Together to Solve Your Financial Goals

 

Born in California and raised in North Dakota, Jeffrey Schwartz knows the meaning of hard work and dedication. As the founder of Schwartz Insurance Services (SIS), this same dedication and hard work continues to be his goal as he provides service with a clients always come first mindset, aiming to build and maintain long-term relationships with trust and loyalty.

Jeff graduated from North Dakota State University in 1990 with a Bachelor of Science. From there he moved to Colorado in 2002. As time went on, Jeff realized that his true desire was a career in the financial marketplace that provided the opportunity to help individuals achieve financial success.

SIS is an independent insurance broker that always puts the client first for over 25 years in Colorado, North Dakota and Texas. We are committed to our client’s comfort and security while providing our highest service so that you, our most valued client, receives the maximum benefits and coverage.

Jeff can be reached by sending an e-mail to jeff@schwartzinsuranceservices.com or by calling 719-382-8979.

At SIS we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them these areas of retirement planning, including:

  • Accident/Disability
  • Annuities
  • Cancer
  • Life Insurance
  • Long Term Care
  • Medicare
  • Retirement Planning
  • IRAs
  • 401k rollovers

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At SIS we work hard to bring our clients the financial solutions that are designed to help them achieve security and peace of mind in retirement.

Clients chose SIS because the clients always come first. We provide the best service for our clients so they feel safe and secure and satisfied with their benefits and coverage. We also represent over 50 insurance companies so that the clients receive the best possible affordable coverage. 

The Schwartz Insurance Services 3-Step Process

Step 1: Getting To Know Each Other

In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.

Step 2: Building Your Financial Plan

In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other aspects of your life that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.

By the end of our meeting you'll have a solid understanding of your current financial standing, and what needs to be done in order for you to achieve your financial goals, while still retaining the security and peace of mind that will allow you to get a good night's sleep at the end of the day.

Step 3: Ongoing & Proactive Management

As life changes, so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives.

Other Areas of Focus: Social Security Maximization

At Schwartz Insurance Services, we believe in these words and echo their sentiment by providing our clients with a comprehensive understanding of Social Security. We understand that for many Americans, Social Security is the foundation to the bridge that can securely take them from retirement into the rest of their life.

One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit. There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible- at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.

FREE RETIREMENT ROADMAP DOWNLOAD

There are many places you can go to get help with your retirement planning. If you're a do-it-yourself kind of person, or you're just looking for some basic guidance, you can check out our online resources to learn the basics (you're off to a good start!), and we're here to help answer any of your questions.