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Areas of Focus


Risk Management

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.


Estate Planning

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.


Tax Planning

A focus on tax exempt income planning vs taxable income planning. Full Social security review as a part of the tax planning.


Retirement Planning

Learn how to potentially create more wealth while reducing risk and cost


Life Event

One thing for sure is change. Our plans are flexible to make changes in the event that Life Happens.


Insurance Planning

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.

About Us

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.

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Our Team

Over 60 years 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.






In the Media

Premier Southwest Planning Group is active in the local community. Follow our efforts and track our progress.
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Our Office

PremierSouthwest Planning Group, LLC:
7448 E. Cortez St.
Scottsdale, AZ 85260
Phone: (480) 621-3646

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck