Broker Check

Catherine Schwartz

Financial Advisor

(303) 626-2444

(720) 806-5799

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

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
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.

Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
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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.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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