There are a number of reasons for business owners to consider a business succession plan sooner rather than later. Determine your potential long-term care needs and how long your current assets might last. Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living. If you died, what would happen to your email archives, social profiles and online accounts? Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts.
A number of questions and concerns need to be addressed to help you better prepare for retirement living. If you died, what would happen to your email archives, social profiles and online accounts? Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts.
Services
Our firm was founded on the premise that you want to work with an objective, seasoned financial professional whose only loyalty was to you. We envisioned a firm where the financial advisors were not commission based salespeople, but truly advisors who were masters of their craft. We wanted to create a fee-only firm where you knew your best interests always come first.
At SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS, we've taken great care to ensure you have a tremendous amount of experience and expertise working for you on a daily basis. With a minimum of over 14 years experience in financial services and industry-leading credentials, our advisors strive to deliver top-tier advice on all of your financial needs.
You want to know the investment professional you work with has the experience and the education to get you where you want to be. The experts at SDW have the highest credentials in financial planning. CFA charterholders have passed three levels of exams in economics, accounting, security analysis, and money management.
As an independent Registered Investment Advisory firm, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS operates under the Fiduciary Standard. That means we have an obligation to use our expertise to act in the best interest of our clients. Conversely, most financial advisors generally operate under the Suitability Standard.
Technically speaking, a Fee-Only financial planner works through a Registered Investment Advisory firm. They must, at all times, act in a fiduciary capacity and they do not accept any forms of commissions or kickbacks from financial institutions. Any compensation that the Fee-Only advisor receives comes directly from the client for the services & expertise provided.
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