Services
W. Swartz & Co. provides the following primary services for its clients:
Investment Portfolio Management
Financial Planning
W. Swartz & Co. acts as an additional consultant to its clients in the following areas at no additional fee:
Estate Planning
Tax Planning
Insurance Planning
Employer Retirement Plans
Becoming a Client
The process of becoming a W. Swartz & Co. client will be unique for each client. The below outline is generally what to expect.
Initial Consultation
A phone call or face-to-face meeting with the goal being to outline the process moving forward and determine that the client & firm could be a good fit.
Discovery
Phone call or face-to-face appointment including a review of assets, liabilities, current cash flows, and past investment experience. During this meeting goals & objectives, time horizon, and expected cash flows from managed assets is established.
Proposal
Using the information from the discovery appointment, a plan proposal is created and presented to the client.
Implementation
Operational meeting to implement the plan, establish accounts, initiate any applicable transfers/rollovers, etc.
