Schweitzer Financial Strategies
As with most other things in life, the key to achieving your long-term financial objectives is planning. If you're a business owner, your goal may be to grow your business, provide valuable employee benefits, or business continuation planning. Likewise, as an individual, your goal may be to fund your children’s college education, protect your family during your working years, or be in a better position to help guarantee retirement security. This planning won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
We don't believe in a "one-size-fits-all" approach. Instead, we work with you to create a strategy that's based on your individual needs and objectives. So how do we get started? Let's talk: That's how it all begins-with a simple conversation. Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties. Be open and honest: We'll try our best to anticipate your needs, but will never assume anything. That's why it's so important to be as candid as possible when discussing your goals. Ask lots of questions: Go ahead, we don't mind. In fact, we love to answer questions and want to make sure that you fully understand every recommendation we make. You make the decisions: While this is very much a team approach, there's never any doubt who's in charge. We'll analyze your needs, review your coverage, and supply all the information-but every decision is completely up to you.
Address: One Cityplace Drive, Suite 260, Creve Coeur, MO 63141, USA
Phone: +1 314 669 5994
FAX: +1 314 558 9778
