James D. Schwartz, CFP®, RICP® / Financial Advisor in Scottsdale, Arizona

Fee-only Certified Financial Planner® Practitioner focused on assisting near-retirees, retirees and widows and widowers in achieving and maintaining financial security. This requires a holistic approach, meaning all facets of a person's financial life must be understood and addressed. It also requires working with the client's other advisors such as their legal, tax, and insurance advisors. Someone needs to coordinate and manage the various financial, tax, and legal issues facing a client, and that coordinator and manager is me.

Specialties

Advisory And Investment Management Certified Financial Planner CFP ® Comprehensive Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Independent Investment Advisor Investment Consulting Loss of Spouse NAPFA Member Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Women's Issues