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You wonder if you're asking yourself the right questions
about your personal planning. We can suggest some
questions that you haven't.
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You wonder who truly has the expertise you need.
We have
that expertise.
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You're concerned about making the right decisions. We can
help.
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You
wonder about whom to trust. We focus on helping you
reach your goals, not on selling you a product.
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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 |
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Shared expertise
Tax reduction strategies • Wealth transition
Retirement planning • Educational funding • Debt
management
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