Services We Offer

Your Dreams Matter

At Southwest Financial Advisory Group, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

4 Easy Steps Your Retirement Orientation

Just as the compass rose points toward true north, our four-step Retirement Orientation planning process helps you determine the direction of your goals and dreams and translate those into action steps for your financial plan. Together, we’ll chart a clear course for your financial future — whether retirement is just around the corner or still years away.

Navigate

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Strategize

Drawing on more than 40 years of experience and a wide array of options, we’ll tailor a plan just for you.

Execute

We’ll put your custom strategy in place to help you reach your unique retirement goals.

Watch Over

You’re never alone on your financial journey. We’ll help with any adjustments as life changes.

Schedule a Meeting Today

Explore Your Financial Toolbox

Are you using the right tools and strategies to get you from here to your financial goals? We'll help you navigate the options.

Retirement Income Strategies

Unlike the working years, when you've likely drawn a regular paycheck, at retirement it's time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won't outlive? We can help.

Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We'll help you with comprehensive guidance to help reach the goals and dreams you've been envisioning.

Annuities

Annuities are financial tools that can help you create a stream of income that you can't outlive. But today's annuities aren't like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We'll help you compare your options.

Investments

Whether you prefer to "set it and forget it," or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens - so we plan for that, too.

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you're looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

Long-Term Care Planning

Prepare for a worry-free future with our Long-Term Care Planning service. We'll help you safeguard your finances and well-being from unforeseen medical care expenses as you age with peace of mind and grace.

Life Insurance

Life insurance can play an important role in an overall financial strategy - both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income - or your legacy - than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you're gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Southwest Financial Advisory Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.