Bob Schwarz Financial's mission is to help families create a plan that works while they work, providing a clear vision and confidence in their financial future. We specialize in investment management, primarily for educators, state employees and agricultural producers.
Our firm offers the following products and services: retirement income strategies; wealth accumulation strategies; asset protection; annuities; life insurance; tax minimization strategies; long-term care strategies; IRA and 401(k) rollovers; charitable giving strategies; and estate, tax and IRA legacy planning strategies.
Bob Schwarz is the president and CEO of Bob Schwarz Financial. He is a graduate of Wichita State University and has over 37 years' experience in the insurance, annuity, and investment industry.
Bob holds Series 7 (stock broker), Series 63 (state securities), and Series 24 (general securities principal) licenses in many states and has been a Certified Financial Planner since 1991. He is a member of the Financial Planning Association (FPA) and is on the All-American Team with American Funds.
Bob lives in Silver Lake, Kansas, and enjoys spending his afternoons playing golf. He is also an avid history buff and recently returned from a trip to Europe, where he visited two World War II battlegrounds -- Battle of the Bulge and D-Day -- as well as Flanders Fields of World War I. Bob and his wife, Debra, have three sons, Jake, Kurt, and Cole and a dog named Atticus, who remarkably resembles the dragon from Never Ending Story.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at 785.582.5805 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Bob Schwarz's mission is to help families create a plan that works while they work, providing a clear vision and confidence in their financial future.
At Bob Schwarz, we can help you take a fresh approach to determine a plan of action fully aligned with your family's needs and desires.
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.