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