Our goal is to help YOU get the most from your money

Strategies to minimize taxes

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Areas of Focus


Risk Management

Evaluate current risks whether they are investment or insurance related. Consider mitigating potential risks using tactile investment management or 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. 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

Our goal is to provide strategies that focus on tax exempt income planning vs taxable income planning. Full Social security review as a part of the tax planning.


Retirement Planning

Our goal is to provide strategies that maximize your wealth while minimizing risk and investment costs.


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. We can provide a full review of all of your policies to determine the best financial opportunities and focus on maximizing retirement income streams efficiently.

About Us

At Premier Southwest Planning Group, we specialize in personal finance and estate strategies. The goal of our process is to help maximize your wealth and help you work towards financial security for you, your family or your small business. We believe whether you are seeking financial security as an individual, a family, or a business, you need the personal financial planning process to help you work towards achieving your financial plan.

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Our Team


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 you protect your assets. Bruce has 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. We feel 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 strategy options 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
Email: Bruce@pswplanning.com

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