SW WealthCare Services, LLC

Personal Financial Review Financial Advisors Contact Us Home Page

See our:

Article archive

Glossary of terms

  • You wonder if you're asking yourself the right questions about your personal planning. We can suggest some questions that you haven't.

  • You wonder who truly has the expertise you need. We have that expertise.

  • You're concerned about making the right decisions. We can help.

  • You wonder about whom to trust. We focus on helping you reach your goals, not on selling you a product.

  • You deserve a financial advisor who can help you examine all of the possibilities. We're committed to looking out for your best interests.

At SW WealthCare Services, our holistic approach and depth of knowledge produce a tailored plan that's best for you and your family - now and for years to come.

SW WealthCare Services is the financial services affiliate of Schmidt Westergard & Company, PLLC, a CPA firm with a four-decade tradition of helping Arizona businesses and families reach their financial goals.

You, your children and your grandchildren will benefit from the versatility of SW WealthCare's financial services and Schmidt Westergard & Company's proficiency in business, tax and retirement strategies.

And you will appreciate the personal attention and proven tax expertise of James A. Schmidt, CPA.

Professional services of
Schmidt Westergard & Company
Financial services of
SW WealthCare Services
Personal services
Tax planning and return preparation for individuals, estates and trusts
Insurance
Life (term, variable, whole life)
Disability • Long-term care
Business services
Tax for partnerships, LLCs and corporations
Merger, sale and acquisition
Business valuation
Succession planning
Cost segregation analysis
Management consulting
Audited financial statements
Strategic planning
Buy-sell agreements
Profit enhancement
Accounting services
Investments
Mutual funds • Stocks • Bonds
Annuities, fixed and variable
§ 529 education plans
Certificates of deposit
Real estate investment trusts
Tax credits
Qualified plans
Profit sharing and 401(k) plans
IRAs (traditional and Roth)
SEP/SIMPLE plans • VEBAs

Shared expertise
Tax reduction strategies • Wealth transition
Retirement planning • Educational funding • Debt management

 

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC
8150 N. Central Expressway, Suite M-1000, Dallas, Texas 75206, 800-959-8440

© 2006. SW WealthCare Services, LLC. All rights reserved.