Innovative, Ethical, and Transparent Financial Planning
BLUEBIRD WEALTH PARTNERS
Jared M. Schwarz, CFP®
For over 15 years, I have helped people from all walks of life take control of their finances and plan for their future. I take the time to get to know my clients and work hard to help them achieve their goals using innovative techniques and highly ethical standards.
I work for you and offer honest advice with upfront and fair pricing. My success is tied to your success. Contact me to setup a free initial consultation to learn more.
Maybe you are just starting to save or trying to play catch up. Either way, I am here to help. Let me guide you through all aspects of retirement planning including investing throughout your retirement years and sustainable retirement income strategies. Don't fly blind. Have a plan!
All Aspects of Investing
Financial Goal Setting and Benchmarking
Financial Risk Management
Employee Benefit, 401(k) and Pension Consultation
Tax-Managed Investment Solutions
Socially Responsible Investment Strategies (SRI)
Retirement Income Planning
Financial Literacy, Education, and Pro Bono Charitable Work
Do you need help making important decisions? Contact me today and let me put you back on track.