PremierSouthwest Planning Group, LLC

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

Strategies to minimize taxes .

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, 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.

*Sorrell Law Offices are not affiliated with Premier Southwest Planning Group, LLC and are operated independently.

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.

Making sure your money is working for you effectively is like making sure your engine is firing on all cylinders. We look at your financial life and help determine if your money is going to appropriate places at appropriate times. Understanding life demands for each person in conjunction with their age helps us begin to understand efficient ways for each person to coordinate their assets. The ultimate goal though is to help maximize income efficiently at retirement.

$85 million

Assets Under Management

Years Combined Experience

750

Clients Served

We believe creating and conserving wealth starts with a plan. We work with each of our clients to not only create personalized strategies to help them build wealth but conserve and preserve it for the future. We create wealth building strategies with a combination of investment tools.

Climbing the financial mountain may not be easy, but once you’re at the top you have got to get down, and often times that can be 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.

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 and Scott 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. 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.