Richard A. Schwartz

Richard Schwartz is the founder and President of The Schwartz Group, Wealth Preservation Strategist.  A firm that since 1988, focuses on wealth transfer and business succession planning using state-of-the-art estate planning techniques to analyze, and monitor their clients' estates.

Rich received his B.S. degree in finance from the University of Miami.  He is a lifetime member of the Million Dollar Round Table.  He is also a member of the Indiana Network of Estate Planning Professionals, the National Association of Insurance and Financial Advisors, the Association for Advanced Life Underwriters.  He is also a member agent of the Nautilus Group, a nationwide initiative formed to assist the clients of a highly select group of New York Life's nationally renowned insurance agents. .

He and his family are actively involved in their community and consistently donate their time and resources to organizations such as:  The American Heart Association, The American Cancer Society, The Jeff George Foundation, We Care, The Make a Wish Foundation, and the United Way.