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 a sound Financial Plan with your Investment Management Plan to create a practical and 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 will 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.