A complete list of active advisors currently associated with Premier Southwest Planning Group, LLC

Warmer can help you find a great advisor at Premier Southwest Planning Group, LLC or one who fits your needs even better.

Premier Southwest Planning Group, LLC provides fee‑based financial planning and discretionary portfolio management to individual clients (including high‑net‑worth households) and to retirement plan sponsors and plans. The firm’s brochure lists services that include discretionary asset management, comprehensive and modular financial planning, ERISA 3(21) plan advisory work, and coordination with third‑party money managers. Portfolios and plans are developed around each client’s stated objectives, time horizon and risk tolerance, using fundamental, technical and cyclical analysis, asset allocation, and periodic monitoring. The firm regularly employs third‑party money managers for portions of client assets, delivers written financial plans and specialized analyses (for example, an Asset‑Cycle Portfolio System, Social Security maximization, pension maximization and income stress tests), and conducts at least quarterly account reviews. Compared with many peers, PSPG routinely holds free educational seminars and workshops for the public and maintains affiliated insurance businesses (Premier Southwest Benefits Group, Inc. and Premier Southwest Insurance, LLC), with insurance activities representing a material portion of firm personnel time. The brochure discloses that the firm may receive commissions from insurance sales and a portion of TPM fees; it describes conflict‑mitigation measures such as disclosures, fiduciary duties, and a written rollover/fiduciary acknowledgment for retirement account advice.

To learn more about the advisors currently working at Premier Southwest Planning Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.