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Michael E. Schwartz, CFP®

2305 Portside Way
Charleston, SC 29407
Phone: (843) 744-7110
Fax: (843) 744-3971

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Household Income Minimum: $0
Investable Asset Minimum: $25,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.