Steve Schwartz, CFP®

Principal

What do you enjoy most about your role at TDC life?  

What I enjoy most about my role is helping clients get their planning needs to the finish line—knowing that I have helped them achieve their goals and get rid of the fear of ‘what if’ is what drives me every day.

What has been your most rewarding career experience?

The most rewarding career experience has been helping generations of families. I’m now fortunate to work with the third generation of client relationships in some cases, working together toward that end. When good decisions are made, and good planning is followed, good results can ensue.

How do you help your clients and their families Live Life?

I help my clients and their families live life by allowing them to sleep well at night, knowing their family will be taken care of, and they will have a lasting legacy for generations to come.

Why is TDC Life different?

In an ever-changing industry, TDC Life continues to stay ahead of the pack and approach each client’s situation with customized, innovative solutions that will rarely be found elsewhere. I have always worked to ease my clients’ concerns by implementing the most efficient planning strategies. TDC Life provides an incredible platform to do just that.

Education and Accreditation

  • BS, The University of Texas
  • Life licensed across the country
  • Certified Financial Planner®

How do you Live Life?

I enjoy being around my children, Michael, Matthew, and Nicole, friends, sharing stories, good food and wine, and laughing wholeheartedly. A great weekend is a getaway trip with a close group while playing 36 holes of golf before being back at it the following Monday.