Michael T. Swartz, CFP®, PDC
Certified Financial Planner™
Michael T. Swartz, CFP®, PDC specializes in working with retirees and their families. With over 5 years of experience executing financial plans, Michael provides delicate care and precision advice to maximize individual, household, and generational wealth. His planning optimizes for tax efficiency and growth.
In addition to being an accomplished financial planner, Michael is the author of Health & Wealthness: The Physician’s Guide to the Personal Retirement Journey, an accredited public speaker, and a Certified Physician Development Coach. Michael has been invited to speak at the Champions of Wellness conference.
Retirement is not the finish line, but the beginning of the most valuable phase of planning.
A properly executed retirement plan can increase lifetime spending and estate values by hundreds of thousands of dollars. Reducing taxes, optimizing federal benefits (SS, Medicare), investing properly and proper asset management means more fun in retirement and a greater legacy.
Schedule with Michael T. Swartz, CFP®, PDC
Giving Back
Michael is on the board of directors for 7 Rivers Hospice Home, sponsors local events including the Hoops 4 Hope basketball tournament and proud supporter of FORE! The Kids Golf outing by The Move Forward Foundation.
Michael T. Swartz, CFP® is a La Crosse, WI Fee-Only Financial Planner serving clients locally and across the country. La Crosse Financial Planning provides comprehensive financial, tax and estate planning exclusively for Retiring Medical Professionals. As a fee-only, fiduciary, and independent investment advisor, Michael is never paid a commission of any kind, and is legally obligated to provide unbiased, trustworthy financial planning.
Have questions about your financial plan? Please don’t hesitate to contact us.
