Financial Planning, Investment Management

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

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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 develop and maintain a practical and effective Personal Financial Plan 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 

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"Retirement Planning and Wealth Management"

We are a Certified Financial Planner (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

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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