OUR PRESCRIPTION FOR YOUR SUCCESS:
Active Listening to Find Solutions to Benefit YOU.

Planning for your company

  • 401K Planning
  • Defined Benefit Planning
  • Non Qualified Planning
  • Shareholder/Owner Buyout Planning
  • Insurance Planning
  • Disability Planning
  • Strategic Wealth Management

  • Proactively plan for you and your family from generation to generation.
  • Retirement planning, 401K Planning, defined benefit planning
  • Investment Planning, Estate Planning, Tax Planning, Insurance
  • Understanding you and your family's risk tolerance/risk
  • Interacting with your family and together developing a full plan with risk from our understanding of your total situation
  • Latest Cutting Edge Technology

  • Quantitative/Qualitative
  • Artificial Intelligence/Machine Learning
  • In-house custom applications
  • Advanced mobile/desktop tools
  • Communication your way
  • Our Firm

    We focus our efforts on providing our individuals, families, trusts, IRA's and pension plans knowledge and comfort in their financial planning. We strive to ensure that through the execution of one or more of our planning methods, that our clients financial planning goals are achieved across multiple platforms and maintained over time. Additionally, we also meet with our clients quarterly to ensure that all of their planning objectives are on track.

    Learn how Financial One, Inc., an Independent Financial Planning, Investment and Insurance Firm, can help you with your Financial Planning, Investment and Insurance needs by contacting our office to schedule an introductory meeting.

    Last Updated: March 28, 2018

    HOWARD L. SCHWARTZ, Investment Advisor: Howard L. Schwartz is the Managing Partner of the Financial One, Inc. Howard started his prosperous and successful career with a big eight Accounting Firm (Deloitte, Haskins & Sells) in New York where he assisted countless businesses with their Accounting and Tax needs. Howard attended New York Law School, in New York City, New York and was admitted to practice law in Florida on November 19, 1984. Shortly thereafter, Howard incorporated The Law Office of Howard L. Schwartz, P.A, which focuses its services on Estate Planning and Trusts, Probate, Business Law, Real Estate Law, and Tax Law. Since then, Howard has lectured extensively at the Florida Institute of CPAs annual convention and local chapters, as well as brokerage firms and insurance companies in the areas of Financial Planning, Estate Planning and Taxation. Howard overviews all Law Firm Departments to ensure that each department is meeting the expectations and needs of his Clients.



    Services Offered:

    Stay on your path to financial confidence with our wide range of offerings.


    Financial Planning

    True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.

    Investments

    Strategic wealth management using the latest cutting edge technology to help you achieve your financial goals.

    Pension/Trust/IRA/401K

    401K Planning, Defined Benefit Planning, Non-Qualified Planning, Shareholder/Owner Buyout Planning, Insurance Planning

    Annuities

    Tailor your retirement strategy to your needs. Learn how to protect your income.

    Life Insurance

    We shop many of the best insurance companies to save you time and money. Contact to learn more.

    Health Insurance

    We will advise the best plan suited to fit your needs.



    Get in touch with us

    Financial One, Inc.

    7781 NW Beacon Square Blvd, Suite 102

    Boca Raton, FL 33487

    (561)241-0000

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