Schwartz Financial Group

Independent Agent specializing in retirement income strategies for tomorrow and protecting you, your family, and your employees today. Specialties: Life Insurance, Living Benefits, Small Business, Tax Advantage Savings, No Cost Employee Benefit progr...

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About Schwartz Financial Group


About Us About Us
About Us About Us
Independent Agent specializing in retirement income strategies for tomorrow and protecting you, your family, and your employees today. Specialties: Life Insurance, Living Benefits, Small Business, Tax Advantage Savings, No Cost Employee Benefit program, Index Accumulation Account, 401K & IRA Rollovers, Social Security Planning.

We show individuals, families and business owners how to: -Protect your savings from loss and provide for upside potential -Make your money work for you, not against you -Maximize use of tax-advantaged savings and income opportunities -Re-direct money you are already spending/saving to create new money and new ways to save Education: Bachelor of Science, North Dakota State University 1993 Doctor of Chiropractic, Northwestern College of Chiropractic 1998 Licensed in MN, SD, ND, AZ Products and Features we offer: -Cash Value Life Insurance -Living Benefits -Fixed Index Annuities -Long Term Care
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White Bear Area Chamber of Commerce

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