Broker Check

Catherine Schwartz

Financial Advisor

(303) 626-2444

6080 Greenwood Plaza Blvd.
Suite A
Greenwood Village, CO 80111

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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Financial Planning Services

Business Retirement Plans

Individual Retirement Plans

Investments

Products & Services

Advisory Programs

Insurance

Education Saving

Gifting or Giving Strategies

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.
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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.
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And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Questions? Let's connect.

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