We are dedicated
Financial Professionals
We strive to offer families and businesses innovative financial strategies to bring clarity, provide solutions, and enhance your quality of life.
Financial Services
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Asset Maximization
Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to our surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. We can help you build a plan that fits your needs and maintains family harmony after youโre gone.
Income Planning
Income planning for retirement can be a daunting task because thereโs a lot to learn. Weโre here to help you navigate throughout each of the three income planning phases โ accumulation, distribution, and preservation or transfer โ and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
Our FounderBRAD FREELS
Making strong commitments to our clients and building life-long relationships are tenets of success at Southwest Wealth Management LLC.