Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Steven assists families in planning for the future. He is committed to helping clients through retirement planning, the maze of legal and financial complexities, from infant to senior, with all disabilities.
Michael Schwartz is an associate financial planner at Financial Life Advisor on Mercer Island, Washington. Michael’s background in Life insurance products provides him with the tools necessary to implement financial security for...