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.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
This article may help you maximize the benefits of your donation for your chosen charity.
How Medicare can address health care needs in your retirement strategy.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Earnings season can move markets. What is it and why is it important?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
For homeowners who think their property taxes are too high, there are ways to appeal.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A couple become Retirement Plan Detectives, searching records from old employers.
Learn about the importance of having an estate strategy in this helpful and informative video.
Bucket lists don’t have to be for tomorrow.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
What are your options for investing in emerging markets?