After spending 25 years in Jenkintown, Pa., Michael L. Schwartz, RFC, CWS, CFS moved his Comprehensive Wealth Management practice to Washington Crossing Four years ago. The practice consists of Wealth Management, Tax Practice, Estate and Insurance Planning along with both business valuations and exit planning.
GOLD MEDAL SERVICES “The New Standard in Personalized Wealth Management” Investment “Watch Dog” Service • Reviewing your investments and designing a personalized portfolio appropriate to your needs • Year-long, continual monitoring of your investments • Quarterly, semi-annual or annual meetings to: review and evaluate your investment performance, update your overall ﬁnancial objectives and if necessary, reallocate your portfolio as agreed upon by you. Whatever works for you! • Daily access to all your investments held both in our oﬃce and away (bank accounts, 401k’s, etc.) on your own Personal Financial Website • Independent Advice • Commission-free transactions on most stocks, bonds or mutual funds traded in your account (certain transaction fees may apply) • Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s • Quarterly “market watch” letter detailing our ﬁrm’s research, analysis and view of the current state of the investment markets Tax Reduction Planning • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies • Quarterly review of your tax situation and planning to incorporate any new tax law changes • Complimentary consultation with your tax preparor or we can produce your Annual Tax Return in our oﬃce • Recommendations of tax solutions including tax advantaged investments • Staying up-to-date on and presenting new tax laws that can aﬀect your situation Retirement Income & Distribution Planning • Analysis of your income needs now and in the future • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs • Analysis of the beneﬁciaries of your IRAs and how to establish both an inherited and stretch IRA Family Wealth Planning • Analysis of your current estate plan and concerns • Complimentary consultation with your attorney • Assistance in transferring assets to your Living Trust or other trusts • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one Client Services & Communications • Quarterly, semi-annual or annual reviews (You Decide) • Special reports on how to help reduce your taxes and other important topics • Special Gold Medal Service Events, including client appreciation events (where you may bring up to 2 guests) Business Valuations
- Are you one of the 98% of business owners that has no real idea of the true value of your business, we can assist you with that information.
- 75% of Business Owners over the age of 50 would like to exit their business in the next 5 years but over 80% of these Business Owners have not had any discussions with anyone other than their spouses.
- If your advisor has not had this conversation with you chances are they are not equipped to advise you on your business exit. WE ARE!!!
- There are only 10 Business Succession choices (5 internal and 4 external options) our office is well versed in these options along with the tax ramifications of each. No matter what you have heard elsewhere, the time to start planning is at least 3 years before, better yet 5 years would work much better for you.
Member to Member Discounts:
25% off Business Valuations
*Member discounts are only available for active NBA members