Our Advisors are devoted to helping you your financial goals.

Dave Ramsey SmartVestor Pro

One of America’s most trusted voices on mdave and alixoney 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.

Dave Ramsey SmartVestor Pro

One of America’s most trusted voices on mdave and alixoney 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.

SIA Webcasts: Latest Market Insights

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Working Longer

We talk about working longer. What does working to 70 do to your options with …

Retirement Plan Risks

The COVID makes us think about our retirement and if we are doing the right …

SIA Webcasts: Latest Market Insights

See all Webcasts

Working Longer

We talk about working longer. What does working to 70 do to your options with …

Retirement Plan Risks

The COVID makes us think about our retirement and if we are doing the right …

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

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

Fiduciary

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.

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.

Every person deserves a chance to invest. Once you have gone through the Dave Ramsey program you are ready to start investing in gusto. Let us help you with that.

Through a disciplined process of listening, analyzing, implementing and monitoring, we work with you to create a plan designed to help you achieve your unique financial vision.

We have developed a planner that shows you how all of your investments contribute to your retirement and how small changes in each can impact this plan.

As costs continue to rise for you or your children's education, you need to be thinking on ways to minimize those costs. We are here to help you in that process.

Fiduciary

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.

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.

Every person deserves a chance to invest. Once you have gone through the Dave Ramsey program you are ready to start investing in gusto. Let us help you with that.

Through a disciplined process of listening, analyzing, implementing and monitoring, we work with you to create a plan designed to help you achieve your unique financial vision.

We have developed a planner that shows you how all of your investments contribute to your retirement and how small changes in each can impact this plan.

As costs continue to rise for you or your children's education, you need to be thinking on ways to minimize those costs. We are here to help you in that process.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KY, LA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI & WY

© 2020 Southwest Investment Advisors, Inc.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KY, LA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI & WY

© 2020 Southwest Investment Advisors, Inc.