Rachel Schwartz

We understand the impact that one small financial decision can have on the entirety of a retirement plan. That’s why we delve into each client’s unique goals and challenges by asking the big and the little questions. Our mission is to create clarity and build long-term relationships through proactive, straight-forward advice so you can live retirement on your terms. No matter where you are at on your journey, most families make various transitions throughout their life. Our goal is to help you work though those transitions by listening and understanding what is most important, building a plan around that and then navigating you through the various decisions and roadblocks you will face on that journey. Our proprietary process: the Retirement H.E.A.L.T.H. Stress-Test (tm) , helps navigate you through these transitions while strictly following our six core values. Our 6 Core Values: 1. Organization - Help you get organized so you understand what you have, where it is and what it means. 2. Transparency - It is hard to make formal decisions without having transparency around where you are at today and what needs improvement 3. Fiduciary - To act in the best interest of those you are serving goes without saying. Not every financial planning firm does this. We remove conflicts of interest. 4. Proactive plan - A plan is a working blueprint that serves as the foundation for making financial decisions. A great plan anticipates future needs and helps you make decisions proactively before you run in to trouble. 5. Communication - Trust is built through honest, proactive and transparent communication. 6. Accountability - Do what you say you are going to do. We take a blue collar approach to your money.