Working Together to Solve Your Financial Goals
At SIS we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement. We help our clients to take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the critical areas of retirement planning, including:
Retirement Income Planning
Social Security Planning
Medicare & Long Term Care Planning
Estate Planning & Legacy Planning
As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. Clients choose SIS because our clients always come first. We provide the best service for our clients so they feel safe, secure and satisfied with their benefits and coverage. We represent over 50 insurance companies so all of our clients receive the best possible affordable coverage.
We've Got You Covered
Schwartz Insurance Services Three Step Process
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.
Building Your 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 factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives.