Southwest Financial

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Investment Securities, Financial Planners, Financial Planning Consultants

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(405) 348-8484Call Visit WebsiteVisit Website Map & DirectionsDirections1755 W 33rd St Ste 110Edmond, OK 73013 Write a ReviewWrite Review

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Other Link: http://www.swfinancial.biz
Categories: Investment Securities, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers

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Phone: (405) 348-8484

Address: 1755 W 33rd St Ste 110, Edmond, OK 73013

Website: http://www.swfinancial.biz

Southwest Financial

Investment

Investment Management
Our ‘ripple economy’ theory, born from the pandemic’s impacts, predicts fluctuating mini booms and busts, necessitating a cautious, adaptable approach in portfolio management.
Mutual Funds
If a mutual fund, exchange-traded fund (ETF), or real estate investment trust (REIT)was held in a portfolio, there is a high probability a portion of the dividend payments made throughout the year will be reallocated for tax reporting purposes. As a result, there is a good chance the initial 1099 information may not match the fourth-quarter statement. Due to late reallocation notices, some account owners will receive amended tax forms.
Bonds
Wealth Management
In 1983, F.I.G. Financial Advisory Services, Inc. was founded to not simply sell a product, but rather deliver quality advice and services to its clientele and establish lifelong relationships. Based in Oklahoma City, F.I.G. was launched on the belief that financial planning is an ongoing process, constantly evolving based on each individual client’s current and long-term needs.
Money Market Funds
In an ironic twist, pre-1973, energy corporations were only a small component of the American markets, like recent years. By 1980, they mushroomed into substantial market constituents, albeit under political siege. While the horizon remains nebulous, a similar trajectory could unfold should energy prices face exorbitant upward pressure. This rationale drives our resolve to bolster our energy sector holdings, alongside augmenting our treasury bond exposure, principally within shorter term two-year durations and money market funds.

Accounting

Accounting Services

Planning

Financial Planning
At the heart of our partnership with clients is thoughtful financial planning. Together, we illuminate your unique financial aspirations and long-term objectives. By harnessing advanced technology, we craft a detailed and dynamic blueprint for your financial journey. Whether it’s setting aside resources for your child’s education or discerning the ideal contributions for your 401k retirement fund, we’re dedicated to guiding you on a tailored path toward your goals. Our commitment extends beyond mere planning; it’s about walking this journey with you. Through the elegant MyWealth platform, more detailed below, we aim to equip you with tools that ensure clarity and confidence in your financial future.
Asset Management
In providing asset management services to you, we collect certain nonpublic information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted or required by law. This policy is applicable to information for current and former clients.

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Southwest Financial