The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Steven Swartz

Steven Swartz

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

1993 Lynn University, Bachelor of Arts, Summa Cum Laude
CA Insurance #0I66217 AR License #4621711

VISIT MY WEBSITE

Our Staff

Ricky Ward

Ricky Ward

Client Service Associate

Adam Yakubec, CRPC

Adam Yakubec, CRPC

Registered Operations Leader