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Our Services

At Southwest Financial Advisory, we provide expert assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Withdrawals are subject to ordinary income tax and if taken prior to age 59 1/2 may be subject to a 10% federal tax penalty. 

 

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Preservation
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance