Financial Planning with Southwestern Investment Group

Whether you’re in the beginning stages of saving money or already retired, we tailor a plan to help you meet your needs and ensure you’re successful now and in the future. Our advisors don’t begin giving you advice until we truly know you and your life goals. With our intimate knowledge of your plan, we take the responsibility of moving each part down the field toward success.

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Our Process

Getting to Know You:
Building a relationship with you is our priority

There’s nothing we enjoy more than discovering who you are and what’s important to you. An important first step in determining your financial plan is meeting you face-to-face and having a conversation about your current financial situation, goals, wants, needs, questions, concerns, and dreams for the future. Relax—this is an informal and stress-free meeting. We are experienced at helping people in all financial situations. Contact us to get started.

Developing Your Financial Plan:
We can customize a financial plan based on your needs

Once we get to know you, we can make recommendations that fit you best. Just like you—your plan is unique and will be customized to help you reach major milestones. During this time, we will present our recommendations to you, listen to your feedback, answer any questions, and create an outline of next steps for implementing your plan. Our advisors will put their wide range of resources to work for you with genuine care and attention.

Implementing Your Plan:
We keep a watchful eye on your financial plan

Once we come to an agreement on what exact recommendations should be implemented, we begin executing your financial plan. We streamline the process of opening investment accounts and transferring any existing accounts to our firm. We also get to work on other action items in your plan and collaborate with your tax, legal, and other professionals, if necessary.

Managing Your Plan:
We will optimize your plan for the future

Change is a constant. As your long-term partner, we consistently monitor your progress and provide ongoing updates, including scheduled times to review your plan and objectives. Whatever life events may happen, we’ll be there to guide you and adjust your plan accordingly.

Go to step 3: Steward

Manage & Preserve
Your Wealth

Find your Southwestern Investment Group Advisor

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