Welcome to Southwest Financial Services, LLC
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note with any questions you have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
It may help your business be better prepared in the event of the death of a principal or key employee.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like old receipts in a junk drawer.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Around the country, attitudes about retirement are shifting.
Do you have causes that you want to support with donations? Here are three tips.