Financial Advising
Designed to Meet Your Needs
Rather than having a set shelf of products and services to offer, we’ve custom-fit our portfolio of services to meet the needs of our clients.
While it would be easier for our firm to simply offer a generic list of basic services, we don’t see ourselves as just a financial advising firm; we’re your trusted partner on your journey to financial success.
Request your consultation today to find out how Southwestern can help you.
How We Can Help
Whether you’re looking to improve your overall financial well-being, lower your tax burden, or boost your investment strategy, we can help you get – and stay – on the right track.
Financial Consulting
We take a client-centered approach to your finances, creating a personalized roadmap to help you reach your financial goals, whatever they may be.
Tax & Estate Planning
Whether you’d like to reduce your tax burden or safeguard your financial legacy, our team will design a strategy that meets your current and long-term needs.
Investments & Insurance
We use our experience in investments and insurance to recommend the right products to our clients – without unnecessary fees or commissions.
Entrepreneurial Services
From starting your business to planning your exit strategy, and everything in between, we’re here to help your business succeed at every important milestone.
Financial Consulting
We take a client-centered approach to your finances, creating a personalized roadmap to help you reach your financial goals, whatever they may be.
Tax & Estate Planning
Whether you’d like to reduce your tax burden or safeguard your financial legacy, our team will design a strategy that meets your current and long-term needs.
Investments & Insurance
We use our experience in investments and insurance to recommend the right products to our clients – without unnecessary fees or commissions.
Entrepreneurial Services
From starting your business to planning your exit strategy, and everything in between, we’re here to help your business succeed at every important milestone.
Why Do I Need a Financial Advisor?
A financial advisor doesn’t just provide investment and savings advice. We can also help you save money on taxes, find insurance solutions, plan your estate, or even assist with a business venture.
The benefits of professional financial advice don’t end there. In fact, a survey found that Americans who work with a financial advisor expect to retire two years earlier and have more confidence in their finances compared to those without an advisor 1.
With the right advice, you can be confident and prepared for whatever life brings your way.
1 Source: https://tiftonceo.com/news/2024/08/americans-financial-advisor-expect-retire-two-years-earlier-according-northwestern-mutuals-planning-progress-study/
Full Listing of Services
Financial Consulting
- Financial Independence
- Budgeting & Cashflow
- Accumulation & Growth
- Distributions & Income
- Protection
- Cash Management
Tax & Estate Planning
- Tax Diversification
- Charitable Gifting
- Legacy & Estate Planning
Investments & Insurance
- Traditional Investments
- Alternative Investments
- Derivative Investments
- Investment Products
- Insurance Products
Entrepreneurial Services
- Qualified Retirement Plans
- Employee Benefits
- Entrepreneurial Ventures
- Capital Raising
- Succession Planning
- Exit Planning & Execution
- Captive Insurance
Financial Consulting
- Financial Independence
- Budgeting & Cashflow
- Accumulation & Growth
- Distributions & Income
- Protection
- Cash Management
Tax & Estate Planning
- Tax Diversification
- Charitable Gifting
- Legacy & Estate Planning
Investments & Insurance
- Traditional Investments
- Alternative Investments
- Derivative Investments
- Investment Products
- Insurance Products
Entrepreneurial Services
- Qualified Retirement Plans
- Employee Benefits
- Entrepreneurial Ventures
- Capital Raising
- Succession Planning
- Exit Planning & Execution
- Captive Insurance