A Better Approach
At Southwestern Retirement, our purpose is to advise clients on how to achieve and maintain Financial Independence. We believe we have a better, more comprehensive, approach to Investment Management by integrating the aspects of sound Financial Planning with your Investment Management Plan to create a practical, customized approach to Wealth Management.
Each client’s needs are specific to them and their Wealth Management Plan should not be an “off the shelf” or “one-size fits all” approach that only serves the purpose of minimizing the effort for your Financial Advisor. We will take the time to understand who you are and what you are trying to do so that your plan will be more effective for you.
We review the progress being made on your plan on a regular basis. We strive to develop an ongoing relationship with our clients so we will know what they need and why and when to make changes as their life changes.
We think this a better approach.
What we will do for you:
- We will provide the tools and expertise to help accomplish your financial goals
- We will continue to advise you through the years to help meet those goals
- We will develop and maintain a detailed 10-point Financial Plan for you...
- Specific Goals and Objectives
- Personal Cash Flow Statements, Current and Projected
- Personal Balance Sheets, Current and Projected
- A Debt Schedule and Strategy
- An Investment Plan
- A Retirement Income Plan
- A Risk Management and Asset Protection Plan
- A Health Insurance and Long Term Care Insurance Plan
- A Tax Plan with experienced professionals
- An Estate Plan with experienced professionals