Schwartz Planning Group

Schwartz Planning Group (SPG) is a financial planning firm in Holmdel, New Jersey, that helps clients coordinate their finances and work toward their wealth goals. Its holistic approach considers a client’s personal economy as a whole, including investments, insurance, tax and estate planning, cash flow, college debt, and mortgages. Rather than focusing only on portfolios, SPG aims to help ensure that financial products and decisions support a broader plan.

The firm’s collaborative process begins by understanding each client’s strengths, constraints, goals, and relationship with money. SPG then assesses assets, liabilities, protection, and cash flow, analyzes potential threats and gaps, and develops strategies for the present and future. Its services include investment guidance tailored to goals, risk tolerance, and timeframe; financial strategies for saving and investing toward different objectives; insurance planning to help protect what clients have built; and business resources for attracting or retaining key employees and planning ownership transitions. The website also offers educational resources, including articles, videos, a podcast, and financial calculators.