Wayne N. Schwartz
Wayne N. Schwartz, B. Arch., M. Ed., RFC
Investment Advisor Representative
Strategic Financial Concepts, LLC
Wayne N. Schwartz, Registered Financial Consultant (RFC) does business as the owner of CAPITAL RETIREMENT PLANNING GROUP, a firm specializing in investment management for retirement plans, business owners and high net worth individuals. Emphasis is placed on asset growth, preservation and sustainable retirement income.
The philosophy of the firm is: “Planning for retirement should be the clear focus of any investment plan.” Paying close attention to how you buy and sell (manage) investments will increase the probability that you will achieve your retirement income goals. We offer a safety-net approach to investing by utilizing cutting-edge technology, proprietary trading theory combined with strategies to produce the maximum income possible from all assets.
With thirty-seven years of advanced financial planning experience, Wayne is familiar with the dynamics of capital formation within a business and the need for reliable income in retirement. The firm has special expertise in the management of retirement plans and offers unique solutions to emphasize the value of “key” employees helping to keep them loyal and profitable to the business.
Wayne’s own business experiences, including assignments in London, England and Wiesbaden, Germany, combine to enhance the advice afforded all clients. Wayne uses a “building block” investment approach to asset management, guaranteed income, family and business planning. In many cases, a lifetime of work results in substantial retirement assets. When this occurs, estate tax planning becomes essential in order to preserve this wealth for personal use and future generations. The alternative is to unnecessarily give it back to the taxing authorities.
Mr. Schwartz is a 1975 graduate of the University of Florida with a professional degree in Architecture and Master Degree in Technical Education. He started his insurance and investment planning career in the “financial district” of San Francisco, California with the Massachusetts Mutual Life Insurance Co. in 1976. From 1983 to 1992, Mr. Schwartz was the Vice President and General Partner of DMI Financial Group, an insurance planning and real estate firm. He relocated from San Francisco to Austin, Texas in 1991, and has been an independent financial advisor since 1994, Registered Financial Consultant certification in 1996 and Investment Advisor Representative Status in 2004. In 2011 Wayne received recognition as a Five Star Wealth Manager for Central Texas by Five Star Professional Research and was published in the September issue of Texas Monthly magazine.
Wayne is married to Lilia since 1983 and they have two daughters, both graduates from the University of Texas. Hobbies are reading, playing cards, family travel and gardening. Wayne was a city league basketball player and tournament level racquetball player until the age of 50.
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