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.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Retirees traveling abroad need to know that their health insurance travels with them.
Learn about the risks of not having health insurance in this informative article.
Learn when it may not make sense to file a claim on your home insurance.
Why have the markets been so volatile recently?
It sounds simple, but paying yourself first can really pay off.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What are your options for investing in emerging markets?
How will you weather the ups and downs of the business cycle?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you have causes that you want to support with donations?
Do you know how to set up your financial goals for success? This knight does.
How does your ideal retirement differ from reality, and what can we do to better align the two?