Michael Swartz (CFP®)
Michael Swartz focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Freeman Linde, CFP® specializes in retirement and tax planning services. Michael Swartz, CFP® specializes in working with medical professionals actively employed and retired.Additional Information
La Crosse Financial Planning works with clients in two specific specialties: Freeman Linde, CFP® works primarily with non-medical retirement planning clients. Michael Swartz, CFP® works with primarily with medical professionals from active employment through retirement.NAPFA Start Date
July 15, 2022