Our Services

Estate Preservation.  Unless a plan is carefully developed, taxes can dramatically impact an estate.  A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected.  The Schwartz Group works with clients and their professional advisors to analyze current financial status and assess the potential impact of federal and state transfer taxes.  With this as a baseline, strategies are developed to meet estate planning goals in coordination with personal philosophies and family needs.

Business continuity.  A lifetime of work goes into the development of a successful business, often making it the client's most valuable financial asset.  A plan should be in place to protect that asset and ensure its viability and value long into the future.  The Schwartz Group offers innovative strategies for the continuation of the business that address the needs of each family member.

Executive benefits.  Most successful businesses employ talented executives whose contributions to the bottom line are crucial.  To ensure continued success, it is essential to attract and retain high-caliber people.  The Schwartz Group can suggest benefit packages that effectively retain key employees as well as attract new ones.

Retirement income planning.  The Schwartz Group can identify a variety of financial strategies that can help clients accumulate assets for the future, such as business-related non-qualified deferred compensation plans, qualified retirement plans and other instruments to provide for a rewarding retirement.

Other needs.  Each client's financial situation is unique.  The Schwartz Group addresses a variety of topics such as philanthropic opportunities and financial, business, tax and family issues.  For example, many clients find health issues can make needed life insurance difficult to obtain.  The Schwartz Group will review a client's opportunities in this area and can offer solutions through its specialized service capabilities.  We also use extensive research to assist clients' advisors with unique technical issues that may arise during the process.