Broker Check

Catherine Schwartz

Financial Advisor

(303) 626-2444

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

<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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<p>U.S. Personal Savings Rate</p>

U.S. Personal Savings Rate

What can be learned from the savings rate?
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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.

<p>How traditional whole life insurance works</p>

How traditional whole life insurance works

Life insurance can play an important part in your financial plan–but do you know how it works? Here’s what you need to know.
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<p>Will Power</p>

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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