Michael T. Swartz
CFP®
Swartz Financial Planning
Owner | Financial Planner
Michael T. Swartz
CFP®
Swartz Financial Planning
Owner | Financial Planner
As a fee-only planner, I believe above all else, that success does not have to come any anyone’s expense. - Michael T. Swartz, CFP®
Fee-Only financial planner located in La Crosse, WI, serving clients locally and across the country
Michael T. Swartz is a La Crosse, WI fee-only financial advisor serving clients locally and across the country. Swartz Financial Planning provides comprehensive financial planning to help medical professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael T. Swartz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Michael T. Swartz is Owner and Certified Financial Planner™ Practitioner at Swartz Financial Planning in La Crosse, WI. Michael graduated from the University of Minnesota Duluth and has been working in the financial industry since 2018. His wife, Morgan, is a Physician Assistant. Together, they are raising two beautiful children. Balancing professional, personal, and financial demands is time consuming.
Honest Financial Planning for Medical Professionals
We primarily engage in ongoing, fee-based planning, acting in a Fiduciary Capacity with clients who sign a Financial Planning and Services Agreement.
Maybe you want to conquer a decade of debt. Maybe a professional salary means revisiting your cash flow. Maybe a new job means new benefits and a new retirement account.
Whatever your reason for working with us, in every relationship we keep, your goals, concerns and questions our sole priority.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Medical Professionals
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael T. Swartz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Michael T. Swartz is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael T. Swartz is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Michael T. Swartz
Office Locations:
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700 3rd St N
Suite 202A
La Crosse, WI 54601
