Swartz Financial Planning

Swartz Financial Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Swartz Financial Planning, Financial service, 700 3rd Street N Suite 202A, La Crosse, WI.

Honest Financial Planning for Medical Professionals

We primarily engage in ongoing, fee-based planning, acting in a Fiduciary Capacity with clients who sign a Financial Planning and Services Agreement.

Take time to build for the future.
04/14/2021

Take time to build for the future.

04/11/2021

On this week's Finanical White Board Session we dive into the importance of the flash drive we provide to our clients.

❔What is the value of this flash drive❔Find out on our next Financial White Board Session this Sunday.
04/09/2021

❔What is the value of this flash drive❔

Find out on our next Financial White Board Session this Sunday.

03/29/2021

On this Financial White Board Session we discuss the 5 most common questions we ask new clients when we sit down.

To learn more or to set up an initial planning meeting visit www.swartzfp.com

As the husband of a PA and a father of two, I personally understand the difficulty in harmonizing professional, financia...
03/24/2021

As the husband of a PA and a father of two, I personally understand the difficulty in harmonizing professional, financial and household demands. Hiring a Comprehensive Financial Planning Fiduciary reduces that financial stress.

As your Planner, my job is to work with you to create a comprehensive financial plan tailored to your unique situation. We have no proprietary products or production minimums so we have no reason to sell you something you don't need. It's all about you.

Our practice is designed for medical professionals to partner with an experienced team while providing the freedom to focus on the things that matter most.

These days, transparency is more important than ever.
03/22/2021

These days, transparency is more important than ever.

03/19/2021

5 Questions To Ask Your Financial Professional.

To learn more, or if you are ready to start planning, visit us online at www.swartzfp.com

What should you ask your financial professional? Find out more tomorrow.
03/18/2021

What should you ask your financial professional? Find out more tomorrow.

Collaboration > PresentationsUnderstanding > Being Understood
03/17/2021

Collaboration > Presentations

Understanding > Being Understood

Focus on the forest, not just the tree.
03/16/2021

Focus on the forest, not just the tree.

03/12/2021

What is Financial Planning?

For more information on Swartz Financial Planning visit us online at www.swartzfp.com

Education, Transparency and Action through Comprehensive Financial Planning.
03/10/2021

Education, Transparency and Action through Comprehensive Financial Planning.

Address

700 3rd Street N Suite 202A
La Crosse, WI
54601

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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