Plan to invest smartly for the future, have enough to maintain your lifestyle, and ensure an easy transfer of wealth to your family.
Am I Maximizing My Saving Potential
Are you getting the most out of your money?
One of the benefits with working with a Southwest Wealth Strategies financial professional is that you will develop a long-term relationship with your advisor and experience superior client service. When you work with us, we will identify your unique goals and ensure that your money is working specifically for you.
All too often, people do not know if they are saving enough or where the best places to save are for them.
We help you review your specific savings goals (retirement, college planning, major purchases, etc.) and construct a focused plan for each. There are a host of investment vehicles available and we want to make sure you are comfortable and confident that your money is being invested optimally to help you achieve your objectives.
I Want to Maintain My Lifestyle in My Retirement
For those at or near retirement, running out of money is their greatest concern. We understand the stress this can place on you during your “golden years”. Our planning focus goes beyond simply preserving wealth and focuses more on maintaining your ideal lifestyle in retirement.
In retirement you want to ensure you will still be able to travel freely. You may want to spoil grandkids or other family and friends. Perhaps creating a legacy or giving to charity is your desire. Regardless of your goal, you definitely don’t want to have to go back to work.
We will work with you to help protect your assets, ensure your investments are in alignment with your goals, help manage your portfolio and ensure your investments and budgeting fill any income gap for discretionary needs.
I Want My Family to Be Taken Care of if Something Happens to Me
Things happen. To everybody. In the eventuality that something does happen, the last thing you want is for your hard earned assets to go to the state rather than your beneficiaries.
With a little forethought, we can make sure that things go smoothly in tough times. We help with beneficiary designations, titling, and work with your attorney who will create wills and trusts to ensure that the assets go where they should – with no drama, diversion or fighting.
By making some arrangements ahead of time, we can remove one of the great worries and focus on enjoying the wealth you worked so long and hard to build.