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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Philip P

Series 63, Series 65

Lafayette, IN

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General retirement planning Life insurance needs analysis
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Michael R

Series 63, Series 65

Lafayette, IN

Integrated Capital Management Company, Inc.

General retirement planning
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Mark L

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West Lafayette, IN

Lorenz Financial

General retirement planning Income planning Passive / index investing Active portfolio management
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Daniel P

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West Lafayette, IN

Oxford Capital

College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations Retirement withdrawal strategies General estate planning guidance
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Joshua L

Series 63, Series 65

West Lafayette, IN

Banker Investment Group

Options & derivatives strategies
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Elaine S

CFP®, Series 63, Series 65

Lafayette, IN

The Schamber Group, Inc.

Annuities Retirement income strategy
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Frank T

Series 63, Series 65

Lafayette, IN

Turpin & Associates Inc

General retirement planning Retirement withdrawal strategies General estate planning guidance Life insurance needs analysis Cash flow / budgeting
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Daniel S

CFP®, Series 66

Lafayette, IN

The Schamber Group, Inc.

Annuities Retirement income strategy
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William B

Series 63, Series 65

West Lafayette, IN

Banker Investment Group

Options & derivatives strategies
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Cody L

CFP®, EA

Lafayette, IN

Next Adventure Financial LLC

I’m Cody Lachner, a financial planner and outdoor enthusiast who loves helping individuals live more intentional lives. Not everyone strives for the traditional retirement where you work a 9-5 until 65, but, much of the financial services industry is built around this old goal. There’s been a lack of advice & guidance for folks who want to do things their own way. Maybe you aim to take a mid-career sabbatical, or live in an RV travelling 6+ months per year, or retire early to spend more time outdoors, or simply reduce the amount of time you spend worrying about money… Whatever your goal, I’m here to serve as your financial guide to help you prepare and navigate your way to & through your goals. As your financial guide, I also help reduce your time spent on financial decisions so you have more time to devote towards the things you love. I use technology to work with individuals virtually, throughout the country. As long as you have internet, we can work together to plan for your dream life! Personally: My wife and I love the outdoors! We spend our time hiking, camping/backpacking, mountain biking, packrafting, and literally anything else outdoors. Our favorite place in the world is Alaska. We find ourselves going back again and again. My favorite trip was hiking the Stampede Trail in 2021 (this trail was made famous by the book & movie – Into the Wild).

General retirement planning General tax planning Founder/Business Owner Baby Boomers (Born 1946-1964)
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