Key Access Services™
Retirement Plan Consulting
Insurance and Risk Management
News & Events
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We’re proud to announce that our Consultant Karl Schwartz has been chosen as a panelist for the inaugural National Financial Advisor Week (NFAW) in Times Square, New York City. The event series runs from Sept. 15-19, recognizing the work that financial advisors do and providing valuable resources to investors of every experience level.
Karl’s panel “What Can a Financial Advisor Do for Me?” takes place on Wednesday, September 17. His take on participating:
“Most people wouldn't read a book or two, attend a weekend seminar and then diagnose a heart condition, so why attempt to do something similar with your finances? This event is a giant step towards helping the typical investor understand why it’s so important to work with an advisor. This field is very complex and a lot of investors don’t realize it. A good advisor can take care of your finances the way a doctor takes care of your health.”