The Financial Professionals of Southwest Wealth Strategies, LLC. focus their practice in 5 key areas:
Investment Management and Portfolio Construction
We go beyond the basics of asset allocation to provide customized investment strategies using a process we call Diversification 2.0. We seek to diversify your accounts across different tax-classifications, with complementing methodologies, distinct themes, and asset types. Because we are not tied to proprietary investment products our recommendations are truly based on what we believe is best for achieving your goals.
Retirement Accumulation and Retirement Distribution Planning
We start with a clear picture of what retirement looks like to you, then design a plan to help you realize that vision. We believe your goals should dictate your investment and savings decisions, not the other way around. Based on these goals we will identify your desired “personal rate of return” and develop a custom accumulation and distribution strategy tailored toward achieving your unique retirement vision.
Risk Management – Including Phase II Insurance Planning
A financial strategy is only as good as its foundation and without proper protection life’s curve balls can disrupt or even derail the best laid plans. Protecting your plan against unforeseen events is paramount to achieving long-term financial success. We help ensure that you have the right protection in place, and that your existing strategy is continually monitored and updated to align with your current needs.
Estate Planning Strategies
The old adage of “you can’t take it with you” remains true. Working collaboratively with your tax-professionals and legal council we help provide confidence that the wealth you have created will be transferred on your terms as efficiently and effectively as possible to your heirs and beneficiaries.
Small Business Benefits Planning
As a small business owner your focus is on the growth and prosperity of your business, but you also have personal financial and family goals, as well as the development and retention of key employees and executives. We can help provide planning that addresses all three areas of concern, allowing you to focus on what you do best…your business.