Retirement Planning

Whether you are an individual trying to figure out what to do with an IRA or your 401(k) from a previous employer, or you are a business owner wondering how to best design a retirement plan for you and your employees, Schwartz Wealth Management is your answer.  I am capable and happy to help you navigate the latest rules and regulations.


Using the resources at my disposal I will assist you in assessing what type of plan is best suited for you and your employees. Together we can decide if a 'Simple IRA' is the answer or whether we should be looking at a 'SEP IRA', a 401(k), or even a defined benefit plan. Once we make that decision I will help you implement the plan and your employees will have a local advisor to turn to and meet with as they move forward. That is a service you just might not find with the nationwide plan providers.