Empower Yourself with Personal Financial Assistance

There is a crisis going on in America … with every new tool to help Americans pay for all of the things needed in life, the level of complexity seems to increase as well. Getting a mortgage to buy a home, a loan to buy a car, putting the kids through college, taking the family on a vacation, and still retiring with enough money to make your golden years truly golden is a difficult task. Many people try to plan it out themselves, get overwhelmed, and then wind up just reacting to life’s issues as they come up. This may be why debt and foreclosure have become so commonplace. This is also may be why many seniors must continue working far longer than they ever hoped to. It does not have to be this way, and Southwestern Retirement Planning Advisors, Inc. is here to help you navigate the many aspects of your personal financial management strategy.

An Investment Strategy and Much More

In the future, far fewer American workers will have employer provided pensions and will have to make their own investment choices in their retirement plans and 401ks. This requires extensive study that most people don’t have time to do and may not even know where to start. If there is one aspect that you should have expert financial advice, it would have to be with investment strategy. Let us help you with your investment strategy. Having expert advice will help take the mystery out of your investment decisions is not only worth the peace of mind, it is worth the potential gains you will seek as you try to maximize every dollar you will need for your retirement.

Our educational system typically does not educate most citizens in matters of personal finance; so many people are left without the necessary training. While many financial tools are available to you, those tools are not as useful if you do not fully understand how to use them. The advisors at Southwestern Retirement Planning Advisors, Inc. want to help empower you with comprehensive assistance on all of your personal financial needs.

Personal CFO Program

Your personal financial management strategy is a lot like running a small business. Business owners often hire a Chief Financial Officer (CFO) to consult with and plan so they can run things more efficiently. Good planning is the key to longevity and helps provide the ability to be flexible when unexpected events occur. Run your personal finances like a business and have Southwestern Retirement Planning Advisors, Inc. as your Personal CFO.



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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