Many of our goals in life require money, lots of it. But for most of us, saving money alone won’t do the job. Instead, we need to ensure that our savings grow as much as possible, without taking on unacceptable risk. And that’s why we invest. A wise course of investing can help our funds grow, putting us within striking distance of meeting our goals.
With over 40 years of experience in the financial services arena, our Chief Investment Officer*, Hal Schwartz, has helped dozens of clients grow their wealth and today he manages* over $100 million in client assets. During his more than four decades in the financial services industry, he has held leadership positions for some of Wall Street’s leading firms. He has been recognized by such top firms as Fidelity, Top of the Table Member of the Million Dollar Round Table, E. F. Hutton, and Shearson Lehman.
His approach to helping you build and preserve your wealth is to tailor a strategy best suited to your goals, needs, and investment personality. Of course, past performance is no guarantee of future performance. But the best way to find out if working with Hal Schwartz may be right for you, contact our main office today at 800.983.4448.
There's a surprising workhorse in many consumers' financial portfolios that can do so much more than you might expect. From providing ready cash in an emergency, to financing potentially costly goals, such as a college education or even your retirement, this versatile product needs a second look. Think you might know what it is? Watch this short video and find out!
You can't get where you want to go in life without a plan. Whether your goals are short-term or stretch out for decades, we can help you attain your goals both small and major with expert planning and products. Just some of the goals we can help you achieve:
In today's complex, technologically dependent world, a higher education is more important than ever before. In fact, it has the equivalent today of a high school diploma to our parents' and grandparents' generations.
At the same time that a four-year degree has become even more essential to success, that higher education has become even more costly. It's not uncommon for college students -- and their parents -- to spend upwards of $40,000 per year toward earning a college diploma. We can help take the sting out of financing that education with a wealth of planning solutions. So call us today to learn more. But first, check out this short video to see just how valuable a college education is.
Building a successful business is only half the battle. Retaining the loyalty of your top performers and planning for the day when you’re no longer at the helm are just as important. We can help with business planning tailored to your needs.
Top performers expect a competitive benefits package. But how do you offer them the benefits they want without turning your bottom line red? Talk to us about: