Why Choose Schwartz Financial as your Financial Planning Partner? We will help you determine the path that is right for you and take the journey together. We help you understand where you are in your financial life, by pulling all the pieces together for you. We help you define where you want to be by focusing on your goals – short, medium, and long term – and we create a plan for you to reach those goals. Our team approach, from our in-office staff to our broad professional alliances, will help you “get there”.