As your financial advisor, I believe it is important to invest my time to understand what is important to you. Working closely with your CPA, your attorney and other professionals, I use an established process to help you build a personalized financial strategy for you and your family. Does that include working towards having saved enough for retirement, putting children or grandchildren through college, having appropriate insurance coverage, leaving something for your heirs or someone else? We will partner together throughout your life to help achieve your goals and keep you on track.
In 1994, I earned a master's degree in business from the University of Illinois in Champaign-Urbana and an undergraduate degree in business from Marquette University in 1992. I also received the professional AAMS® designation from the College for Financial Planning in 2004. The AAMS® designation is awarded to individuals who completed a 12-module professional education program, pass a final exam, commit to its code of ethics and agree to pursue continuing education.
My wife, Karla, and my three children, Rachael, Rebecca and Jonathan, enjoy living in Idabel. In our spare time, we love traveling, reading and the golf course.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
Phone NumberLewis S Schwartz at (580) 286-6622
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 03:00PM|
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