James Schwartz (CDFA, CFP®, RICP®)

James Schwartz focuses in the
following client markets or areas of practice:

  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Over 70% of our clients are women who have been put in charge or want to take charge of their family finances, and they understand the value of using a professional financial advisor. The best way to initially assist our clients is by providing a financial plan. A financial plan starts with indepth discussions regarding your goals, concerns, and values in life. We then analyze every aspect of your financial life including Cash Flow, Debt, Income Tax Planning, Risk Management (life, disability, long-term care, auto & home insurance), Independence (retirement) Planning, Estate Plannning, and Investments. All these issues are interrelated. We can then assist you in implementation of your plan by coordinating with your other professionals, such as your estate planning attorney, accountant(s), insurance agent(s), mortgage broker, and other professionals. If you don't have a certain professional, we will help you find and evaluate one. Our process ensures you are maximizing your net worth while living the life you want to lead with the resources you have. Throughout our long-term relationship we provide proactive advice on all areas of your financial plan and re-evaluate your financial projections based on the latest changes to your situation. This continual monitoring and feedback provides you with an understanding of your financial security now and in the future.

NAPFA Start Date

June 19, 2002

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This Office

9375 E Shea Blvd, Suite 100 Scottsdale, AZ 85260 Phone: (480) 998-1798 Fax: (480) 522-1798