Michael T. Swartz, CFP®
Michael T. Swartz, CFP® works exclusively with Retiring Medical Professionals.
With over 5 years of experience executing financial plans for high-net-worth* families, Michael provides delicate care and precision advice to maximize individual, household, and generational wealth.
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.
*High-net-worth households are defined as those with liquid assets above $1M.