Evaluate current risks whether they are investment or insurance related. Decide to mitigate that risk by the use of tactile investment management or the use of insurance policies for personal risk vs self-insuring. An analysis is done to determine what’s in the client’s best interest.
We help people in assisting them with Trust Preparation, through Trust Design Center with Sorrell Law Offices. These are for simple living trusts. For more sophisticated trusts, we can help coordinate plans together with your currently Attorney or help you find one that meets the needs of your Estate Plan.
A focus on tax exempt income planning vs taxable income planning. Full Social security review as a part of the tax planning.
Learn how to potentially create more wealth while reducing risk and cost
One thing for sure is change. Our plans are flexible to make changes in the event that Life Happens.
Full review of all insurance policies. To include home, auto, liability, life, disability, and Long term care. Also used with coordination of entire retirement income plan. Our focus is on maximizing retirement income streams efficiently.
At Premier Southwest Planning Group, we specialize in personal finance and estate strategies. Our process is specifically designed to maximize your wealth and facilitate financial security for you, your family or your small business. Whether you are seeking financial security as an individual, a family, or a business, you need the personal financial engineering process to help you achieve your ideal financial plan.
Making sure your money is working for you effectively is like making sure your engine is firing on all cylinders. We look at your entire financial life and help determine if your money is going to the right places at the right time. Understanding life demands for each person in conjunction with their age helps us begin to understand the most efficient way for each person to coordinate their assets. The ultimate goal though is to maximize income efficiently at retirement.
Assets Under Management
Years Combined Experience
Creating and conserving wealth starts with a plan. We come alongside each of our clients making sure their plan is set up to not only create them wealth but conserve and preserve it for the future. We create wealth with a combination of investment tools.
Climbing the financial mountain is not easy, but once your at the top you got to get down, and often times that is where you can hurt yourself. You spend your whole life making sure your money is being used efficiently, and creating and conserving your wealth but have you actually ever thought about how to distribute your income in a sustainable way at retirement?
It’s a process, but we have to start somewhere. We believe in getting to know you on a personal level so we can best understand your unique needs. As advisors, we need to acknowledge and understand our client's immediate needs, short-term and long-term goals. Begin your portfolio review with a risk analysis by clicking here.
60 years plus in combined experience. 80 million of total assets including our managed portfolios and solicitor managed accounts.
A look into our practice
What we hope to accomplish is to make seemingly complicated financial issues simple. We consider where to start saving and strategies to help protect your assets. We have both spoken at financial conferences on different topics. However, our firm believes the most important topic that our clients receive education on is our distribution planning strategies. It’s possible that one day everyone will live off the assets they have accumulated. Wouldn’t it be nice to understand your available asset distribution strategies before you get to retirement? How should you pack your bags before you reach the top of the “retirement mountain”? It’s our goal to help you maximize your retirement assets so you can live a comfortable lifestyle at retirement.
85 M ASSETS UNDER MANAGEMENT
OVER 30 YEARS COMBINED EXPERIENCE
30 YEARS IN BUSINESS
In the Media
Premier Southwest Planning Group is active in the local community. Follow our efforts and track our progress.
PREFUND THE POLICE, an IRS tax-exempt 501(c)(3) nonprofit organization is excited to announce the addition of Mr. Bruce J. Weinstein of Premier Southwest Planning Group as a new member of its advisory board.