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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
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
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Tax preparation may be the perfect time to give the household budget a check-up.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are you ready for retirement? Here are five words you should consider.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.