Putting Together Your Team

If you want to have an expert plan you will need to have expert advisors. These advisors should be able to work together to provide you with the best possible service to effectively address your needs.

Financial Advisor

Coordinates the development, execution and maintenance of your overall Wealth Management Plan in conjunction with your other advisors. Preferably a Certified Financial Planner (CFP®).

Investment Manager

Develops, executes, and maintains your Wealth Management Plan. Preferably a Chartered Financial Consultant (ChFC®) with a FINRA General Securities Sales (Series 7) license.

Tax Advisor

Manages the planning, reporting and filing of your tax returns. Preferably a Certified Public Accountant (CPA).

Estate Planner

Organizes the orderly distribution of your assets at your passing. Develops, executes, and maintains your Estate Plan. Preferably a licensed Attorney certified in the field of Estate Planning.

Life Insurance Advisor

To protect your plan against your premature passing. Researches and helps contract the acquisition of Life Insurance. Preferably a Certified Life Underwriter (CLU®) with the appropriate state licenses.

Health Insurance and Long Term Care Insurance Advisor

One of the biggest risks that you will have. Coordinates the protection against significant health care expenses wiping out a lifetime’s work of saving. Preferably an experienced, licensed, professional or brokerage.

Property and Casualty Insurance Advisor

Coordinates the protection against loss of your major assets. Preferably an experienced, licensed, professional or brokerage.

Real Estate Broker

Typically the biggest investments you will make. Researches, negotiates and contracts the purchase of your residence, vacation home or investment properties. Preferably an experienced, licensed, professional or brokerage.

Mortgage Loan Officer

Finances the purchase and refinances your real estate properties. Preferably an experienced, licensed, Mortgage Loan Officer (MLO).



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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