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Retirement Planning & Financial Advisors

Our Mission at Southwestern Retirement Planning Advisors is
to help clients accumulate assets to be able to retire securely and then to help manage the payout on those assets to last for the rest of their lives. Our financial advisors do this with transparent fees and upfront understanding for you.

Enjoy a Better Life

Smart financial planning - such as budgeting, saving for emergencies, and preparing for retirement - can help households enjoy better lives while weathering financial shocks. Financial education can play a key role in getting to these outcomes.

Ben Bernanke

Before anything, be wise

Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give.

William A. Ward

Plague of Financial Illiteracy

Financial literacy is an issue that should command our attention because many Americans are not adequately organizing finances for their education, healthcare and retirement.

Ron Lewis

Grow Your 401K

If you're just starting out in the workforce, the very best thing you can do for yourself is to get started in your workplace retirement plan. Contribute enough to grab any matching dollars your employer is offering (a.k.a. the last free money on earth).

Jean Chatzky

Financial Planning Starts Now

Preparation for old age should begin not later than one’s teens. A life which is empty of purpose until 65 will not suddenly become filled on retirement.

Arthur E. Morgan

Retirement: Don't Run Out of Money

Retirement is like a long vacation in Las Vegas. The goal is to enjoy it the fullest, but not so fully that you run out of money.

Jonathan Clements

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