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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Simple steps may help you foil hackers and protect your privacy.
Couples may be able to head off many of the problems in a marriage that money can cause.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The uncertainties we face in retirement can erode our sense of confidence.
Knowing the rules may help you decide when to start benefits.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: Right Now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.