Broker Check

Catherine Schwartz

Financial Advisor

(303) 626-2444

(720) 806-5799

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

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
Financial Planning Services

Financial Planning Services

Business Retirement Plans

Business Retirement Plans

Individual Retirement Plans

Individual Retirement Plans

Investments

Investments

Products & Services

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

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

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Learn More
What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Learn More
4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Learn More

Questions? Let's connect.

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