Services

Estate Planning

Proper estate planning better supports the current and future financial possibilities for you and your family, allows you to transfer your wealth according to your wishes, and can help reduce unnecessary taxes and expenses.

We are committed to working with you and your family to help determine your long-term personal financial goals and plan accordingly. In addition, we will help you structure your estate assets to minimize tax liabilities and maximize value to future generations. Our professional team will work with any additional advisors you may have, such as an attorney or accountant, to develop and implement a plan of action. This planning will be coordinated with your insurance contracts in order to provide a sound, workable plan. Periodically, we will review your plan with you to assess our progress in accomplishing your long-term objectives.

Ultimately, our goal is to assure that you and your family have taken prudent steps to reduce your tax liabilities and to help to create the most effective means to finance any future tax liabilities.

Charitable Planning

At a time when social responsibility has taken on increasing importance, charitable planning offers a strategic way for you to connect to causes that you and your family feel passionate about. Whether your aim is to develop a philanthropic legacy for your family, or simply to support your community, tax-favored aiding programs create ongoing opportunities to transfer family assets to public and/or private charities. These charities often include family foundations that are managed by family members, in which the family retains control over the gifted assets and access to income generated by these assets. Often, charitable planning provides a balance to estate and life insurance plans, while taking on personal meaning for you and your family. We offer creative solutions aimed to achieve your personal or familial philanthropic goals without interrupting your family's long-term financial possibilities.

Gifting

An important component to any estate plan is gifting, which allows you to reduce the size of your taxable estate by strategically transferring the wealth you have worked so hard to create for your family members.

Gifting enables you to take advantage of the substantial tax advantages available through lifetime gifts. Thoughtful use of these gifts through the use of planning vehicles such as trusts and life insurance can help maximize the value created for your heirs. We can help you determine a gifting strategy that is consistent with your planning objectives.

Financial Advice

Our mission is simple yet powerful: We are collectively focused on providing
comprehensive, customized, objective financial planning and wealth management advice.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    800-339-1367
  • E-Mail:
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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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280 Park Avenue, 25th Floor West, New York, NY 10017 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

This website is provided by Magnus Financial Group LLC (“Magnus” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may be impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained herein this is derived from sources that Magnus believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Magnus is an SEC registered investment adviser that maintains a principal place of business in New York. The Firm may only transact in those states which our notice is filed or qualifies for a corresponding exemption from such requirements. View Magnus Privacy Notice for more details. For information about Magnus’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov

Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Advisor is featured in Worth® 2018 Leading Wealth Advisors™, a special section in every edition of Worth® magazine. All persons and firms appearing in this section have completed questionnaires, have been vetted by an advisory group following submission by Worth®, and thereafter paid the standard fees to Worth® to be featured in this section. The information contained herein is for informational purposes, and although the list of advisors presented in this section is drawn from sources believed to be reliable and independently reviewed, the accuracy or completeness of this information is not guaranteed. No person or firm listed in this section should be construed as an endorsement by Worth®, and Worth® will not be responsible for the performance, acts or omissions of any such advisor. It should not be assumed that the past performance of any advisors featured in this special section will equal or be an indicator of future performance. Worth®, a publication of the Worth Group LLC, is a financial publisher and does not recommend or endorse investment, legal or tax advisors, investment strategies or particular investments. Those seeking specific investment advice should consider a qualified and licensed investment professional. Worth® is a registered trademark of the Worth Group LLC.

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