Dave Ramsey SmartVestor Pro
One of America’s most trusted voices on money and business matters is Dave Ramsey. We have been a part of the SmartVestor program since 2004. Our investment strategies and beliefs mimic Dave’s beliefs about financial education and retirement planning.
We are committed to helping individuals in our community and have held numerous classes in our office and outside at local settings with the Financial Peace courses.
If you are interested in learning more please contact Alix or Rick at 520-544-2500.
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The Value of Investing for your Future
Our mission is to assist you in reaching your financial goals. Together, we will create a solid investment portfolio designed to manage your individual needs. –Bart Schannep
An investment advisor is considered a fiduciary and held to a higher standard when compared to a financial planner. This means that we are required to keep your best interests in mind. We have held this basic belief for many years and will always give you the highest standard of care.
As fee-only fiduciaries, we…
- Are not compensated by commissions or product sales.
- Are only compensated by our clients.
- Have no hidden 12b-1 fees.
- Have transparent and upfront pricing.
- Give advice in your best interest, not ours
Trusted Independent Advice
Southwest Investment Advisors is a family oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation.
Because of this independence, we are not tied to any one particular fund or investment product. This allows us to develop and prepare you a financial plan based entirely on your needs, objectives and goals in mind.
This is a new series on showing our listeners ways that can sabotage your retirement planning. Here we talk about the social security and the
This is a new series on showing our listeners ways that can sabotage your retirement planning. Here we talk about the differences in investing specific