Retirement Review

I show our clients the advantages and disadvantages of each investment and make recommendations based on their best interests.

Having a plan in place can help you stretch your dollars in retirement. If you don’t plan for retirement, you'll have to make decisions under pressure, which tends to not end well.

Have a conversation with Bob and our team. We are well versed in all areas of planning for Kansans, and are here to serve you. We want to make the conversation easy for you.

Here’s how you can meet with us.

  • Meet in the our office

    Meet in person at our offices in Silver Lake and Victoria.

  • Home Visit

    Or Bob would be glad to come to your home.

How to get started

Fill out the form below so that we can schedule a time to meet.

Fill out my online form.

Although Bob Schwarz Financial does not charge a fee for scheduling a consultation/review and this consultation/review offers the attendee(s) educational information, this consultation/review is intended to result in determining if Bob Schwarz Financial is suitable to establish an advisory relationship.