Financial Planning, Investment Management

Your Financial Planning Choices:

Ignore It -- and hope for the best

Do it Yourself -- but what is back Up Plan?

Hire a Professional -- and have it done right


Our Mission at Southwestern Retirement Planning Advisors is:
To help clients accumulate assets to be able to retire securely and
To help manage the payout of those assets to last for their lives.


Personal Financial Planning:  At Southwestern Retirement Planning Advisors we believe it is in your best interest to work with an experienced Financial Planning Professional to determine where you are today financially, where you need to be in the future, and to guide you on how to achieve your goals.

Investment Planning  -- To organize your investment Portfolio
Retirement Planning – To achieve financial independence
Tax Planning – To keep more of what you earn
Risk Management – To protect against catastrophic events
Estate Planning ---  To put your financial affairs in order 


Download Our Free White Paper on: 

"Retirement Planning and Wealth Management"

We are a Certified Financial Planning (CFP) firm in the Phoenix area specializing in Retirement Planning by a Certified Financial Planner.
Professional Financial Advisor, Investment Advisor, and Retirement Advisor.

Check the background of this firm on FINRA's BrokerCheck at http://brokercheck.finra.org/

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.


Registered Representative offering securities and advisory services through Independent Financial Group LLC,
a registered broker-dealer and investment adviser. Member FINRA / SIPC
Southwestern Retirement Planning Advisors, Inc. is not affiliated with Independent Financial Group LLC
OSJ Branch: 12671 High Bluff Dr. Suite 200 San Diego, CA 92130

Licensed in AZ, CA, CO, HI, ID, NM, NV, TX, UT

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