Southwest Advisory Group

08/31/2026

We believe in making the most of the talent already on our team. Since Melissa has a history of appearing in local advertising and is rarely far from a microphone at community events, voiceover work seemed like the natural next step. We think she sounds like a pro. Great work, Melissa! 🎤

08/27/2026

The uncertainty and turmoil regarding estate planning is over. There is no reason now to delay action. Create or update your estate plan using this checklist.

08/20/2026

What's your financial goal? Whether you're looking to save more, prepare for retirement, grow your wealth, or simply feel more confident about your financial future, every goal starts with a plan.

Get local guidance you can trust right here in Yuma. Let's start the conversation. https://www.swagyuma.com/

We believe in treating people the way we would want to be treated. This foundational principle guides everything we do. By providing high-quality service and strategic financial advice, we build strong, long-lasting relationships with our clients.

08/18/2026

Weekly Market Update Here’s your latest look at what’s moving the markets! Stay informed and stay tuned—more insights and updates from Southwest Advisory Group are coming your way soon. https://www.swagyuma.com/weekly-market-commentary

08/12/2026

Less than half (42%) of Americans are on track for retirement, according to Vanguard research. Of all the generations, baby boomers are among the least prepared.

08/06/2026

📚 Back-to-school season isn't just about school supplies and schedules. It's also a great time to revisit your family's financial goals.

From budgeting for educational expenses to planning for the future, we're here to help you make confident financial decisions. Contact us today to start the conversation: https://www.swagyuma.com/

07/29/2026

Why the smartest entrepreneurs are using AI to be more human, not less 🤖✨ By automating the busywork, they’re creating more time for what really matters. Read more.

Small and midsize businesses are embracing AI at record rates — not to replace human connection, but to automate the busywork that gets in the way of it.

07/16/2026

Need assistance or want to connect? Don’t hesitate to contact our office. https://www.swagyuma.com/contact

A private wealth advisory practice of Ameriprise Financial Services, LLC

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