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Lily Schweitzer, AAMS®, CRPS®

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Lilia Schweitzer
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  • F: 949.287.6912
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  • Costa Mesa, CA-BVL
    485 E 17th St Ste 300 Costa Mesa, CA 92627-4719 D: 949.732.0174 T: 949.287.6560 F: 949.287.6912
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Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Read
Read
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Read
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeavors you pursue, both financially an...
Business Ownership
Read
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Read
6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
Business Ownership
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership

A breadth of services to serve a variety of needs

Connect with us
  • Lily Schweitzer, AAMS®, CRPS®
  • 485 E 17th St Ste 300 Costa Mesa, CA 92627-4719
  • D 949.732.0174
  • T 949.287.6560
  • F 949.287.6912
  • Map & Directions
  • Map & Directions
  • Email Lily.Schweitzer@RaymondJames.com

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