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.
Helpful Content
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?