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Helping You Build Your Pension  
 

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How much money will I need to retire? What’s the best way to pass money from one generation to another? What benefit solutions should I offer my employees?

You are not alone if you are struggling with uncertainty regarding your current or future financial situation. In our increasingly complex world, many people and organizations are turning to financial professionals to help them plan for their investment and protection needs.

At Mark Swartz Investment Services, we take a comprehensive approach to financial planning to help you grow your assets and reduce your risk. Whatever your goals and objectives, we strive to incorporate all aspects of your financial situation to create a customized plan that will work for you. The comprehensive wealth management solutions we provide include:

Investments

  • Portfolio Management and Design
  • Third-Party Money Managers
  • Fee-Based Management
  • Stocks/Bonds
  • Mutual Funds
  • Unit Investment Trusts
  • Principal Protected Notes
  • Real Estate Investment Trusts (REITs)
  • Alternative Investments
  • 1031 Real Estate tenants in Common
  • Risk Analysis of Investments

Insurance

  • Variable Annuities
  • Personal Lines
  • Business Coverage
  • Life
  • Health
  • Disability
  • Long-Term Care
  • Indexed/Fixed Annuities

Advanced Planning

  • Business Planning
  • Buy/Sell Agreements
  • Cross-Purchase Plans
  • Trust Services

Retirement Planning

  • Income Distribution Planning
  • IRA/Roth IRAs
  • SEP/Simple IRA
  • 403B/401K Management
  • Pension Maximization
  • Buy Out/Separation Analysis
  • Roth Conversion Strategies

Education Planning

  • 529 Plans
  • UTMA/UGMA

Tax Planning

  • Tax Strategies
  • Tax Deferred Investments
  • Tax Managed Portfolios