Consulting, Advice, Leadership, and Coaching

Our mission at Southwestern Advisory Group is Consistently Delivering Financial Simplicity to every Client relationship that we engage. To deliver on this mission, our firm provides a variety of standalone Consulting, Advice, Leadership and Coaching (“C.A.L.C.”) services, solely focused on the efficient management of our Client’s energy, time and resources.

A different process, a better outcome.

We’re an advisory group – meaning we take a look at all the facts, measure them up against all the options, and help you decide what’s best for yourself, your family, your assets, your business and your longevity.  We don’t sell you a limited line of products and we aren’t pushing for commissions.  Our services are spelled out to you before we begin and you see the lined out costs before you press go.  We’re serious about being transparent and paving a new way to financial simplicity and we’re inviting you to join us.

Our process begins through fundamental analysis and the establishment of a documented foundation of each Client’s individual situation. We then collaborate with them to define their current goals, and objectives, so that they too can be documented with complete clarity. Once we have confirmed that the goals and objectives of each engagement are in complete alignment with the Client’s core values, our team will design, and recommend, the most advantageous strategies and solutions required to provide them with a focused path to success.

Listing of Services.

Organizational Ownership and Vision

Organizational Health and Culture

Organizational Board and Leadership

Organizational Management

Organizational Operations

Organizational Investment Allocation

Organizational Investment Feasibility

Organizational Investment Risk Analysis

Organizational Investment Advice

Organizational Tax Planning

Captive Insurance Feasibility

Executive Compensation

Succession Planning

Exit Planning and Execution

Human Resources

Retirement Plan Feasibility

Employee Benefits Education

Institutional Board and Vision

Institutional Fiduciary Due Diligence

Institutional Investment Allocation

Institutional Investment Feasibility

Institutional Investment Analysis

Institutional Investment Product Analysis

Institutional Investment Risk Analysis

Institutional Distributions

Institutional Capital Campaign

Institutional Campaign Education

Institutional Gifting and Receipt

Real Estate Ownership

Real Estate Investment Analysis

Structured Settlement Design

Structured Settlement Implementation

Structured Settlement Maintenance

Retail Budgeting and Cash Flow

Retail Investment Advice

Retail Investment Product Advice

Retail Investment Cost Segregation

Retail Option / Hedging Strategies

Retail Education Funding

Retail Employee Benefits Organizational

Retail Financial Independence

Retail Retirement Plan Design

Retail Tax Diversification

Retail Risk Analysis

Retail Insurance Case Design

Retail Insurance Product Analysis

Retirement Income Planning

Retirement Income Distributions

Estate and Legacy Planning

Charitable Gifting

Let's get started

See something that looks like a good fit? Drop us a line, let’s get started.