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Disclosures

Important Disclaimers

Premier Southwest Planning Group, LLC (“PSPG”) is a Registered Investment Advisor (“RIA”), located in the State of Arizona. PSPG provides investment advisory and related services for clients nationally. PSPG will maintain all applicable registration and licenses as required by the various states in which PSPG conducts business, as applicable. PSPG renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Insurance products and services offered through Premier Southwest Benefits Group, Inc., an affiliated company.

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website located at PSPG (“Website”) or any of the information or services provided by PSPG (collectively “PSPG”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by PSPG in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

PSPG reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on 08/08/2023

Risk Disclosure

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This website is intended to provide general information about PSPG and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. PSPG does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise PSPG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

PSPG will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”), and Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.

Email Disclosures

PSPG often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. PSPG makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send PSPG private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: PSPG does not accept trading or money movement instructions via email or voice message.

As a registered investment advisor, PSPG emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of PSPG or the securities regulators.

If you have received an email from PSPG in error, we ask that you contact the sender and destroy the email and its contents.

If you have any questions regarding our email policies, please Contact Us.

Social Websites

PSPG may utilize third-party websites, including social media websites, blogs and other interactive content. PSPG considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, PSPG generally retains copies of information that PSPG or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of PSPG or the securities regulators.

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by PSPG’s advisory persons after entering into an advisory agreement and provided PSPG with all requested background and account information.

If you have any questions regarding our policies, please Contact Us.

Truth About

Money

Live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix!

Unfortunately, this industry is clouded with hype and veiled facts that can sometimes make it difficult to know how you can protect yourself and achieve the growth you desire. That’s why Bruce J. Weinstein of Premier Southwest Planning Group goes live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix to teach listeners the truth about money and financial planning. Listen along as we cover the latest strategies and tools retirees are using to defend themselves in retirement and outline their futures with their families. No longer do you have to be a victim of a predatory market. That’s because you’ll be armed with the truth.

Listen Now!

Our Services

In our decades of experience, we understand what you might be looking for and what might help you reach your unique goals, and that’s how our services menu was crafted: with clients in consideration. We’re here to offer guidance and tried-and-true strategies for any stage or aspect of your life, helping you and standing at your side as you pursue your greatest objectives. Our mission is to help you achieve your goals for growth while also offering the protection and preservation of your wealth, then working with you to find a way to distribute that wealth as efficiently as possible. It’s all part of our simple, repeatable process that helps us give you the education you need to carve your own path toward your ideal future.

Risk Management

Risk management is about evaluating current risks and whether they are investment or insurance related. We can also help you explore strategies to potentially mitigate risks using tactile investment management or insurance policies for personal risk versus self-insuring. Our analysis ensures that your risk level aligns with your goals, and we can help you find a strategy that is in your best interest.

Estate Planning

We help people by assisting them with living trust preparation, which we believe can be an effective way to transition assets. For more sophisticated trusts, we can help coordinate plans together with your current attorney or help you find one that meets the needs of your estate plan. We are ready to plug you into our network of professionals who can help you achieve your unique objectives.

Tax Planning

Sometimes the best way to grow your wealth is by keeping more of what you’ve already earned. Our goal is to provide strategies that focus on tax-exempt income planning versus taxable income planning. We also include an analysis of your Social Security benefit to see if your monthly payments are taxable. Then, we can help you convert tax-deferred funds or create tax-free streams of income to use in the future.

Retirement Planning

Retirement is the end goal. It’s the period of life during which you can start doing what you want to do instead of what you have to do. We focus on providing you with strategies that maximize your wealth while minimizing risk and investment costs. We can also help you plan for your projected lifestyle expenses by creating a distribution plan that works to make your money last as you fulfill your goals.

Major Life Events

Life happens, and while you can’t stop it, you can surely prepare for it. We also know that change is inevitable, and whether we’re talking about good change or bad change, we can work with you to help you adapt to your new circumstances and become flexible in the event that your plan must change accordingly. Our partnership is an ongoing one, and we stand by you through each up and down.

Insurance Planning

We provide a full review of all insurance policies, including home, auto, liability, life, disability, long-term care and more. Once we’ve completed our review, we can determine if your policies match your goals and help you replace the ones that don’t. We can also leverage modern, innovative insurance policies to help you create tax-advantaged income and secure living benefits that do not come with market investments.

Live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix!
Listen Now!

Contact Us

We’re ready to provide you with premier service. If you’re ready to find a path toward your ideal future, fill out our form below, and we will reach out to you to discuss your current circumstances, your objectives and strategies we can use to help you reach them!

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