You are the owner of this business.

Southwest Life and Wealth

Hours

SundayBy Appt. Only
MondayBy Appt. Only
TuesdayBy Appt. Only
WednesdayBy Appt. Only
ThursdayBy Appt. Only
FridayBy Appt. Only
SaturdayBy Appt. Only

About Southwest Life and Wealth

Our Vision

We desire to position ourselves in your Financial World as a Macro Manager.

People acquire a variety of Financial products and services. Frequently we find these are not always Coordinated, or complementary to each other. Your Financial Success occurs when All Products, and Services are Coordinated and Integrated.

We start with a 10,000' view to make SURE your Decisions Create the Results you Desire!

Our Story

My background is in Engineering. When I started to learn about Financial Decision Making, I leaned a key fact:

Money is Legislation.

Now we establish our Principles for Design. Our principles are verifiable. We believe:

The Tax Code is written for Two People: Those who Understand it, and Those who Don't.

Let us help you Understand.

Meet the Owner

John Dickinson Created SouthWest Life & Wealth to Teach, Empower and give to All who Desire

I Started SouthWest Life & Wealth out of my Journey to Financial Independence. Discovering Hurdles I faced as a Young Family man and Business Owner; I knew there was a better way!

Now I strive to share the Knowledge of Financial Decision Making. My hope is that others will become Empowered, and begin their own Journey Toward Secure Wealth.

Cash Flow Analysis

Whether you are a Family Starting Out, or a Seasoned Business Owner, you know life changes!

Let us help you get a Current Creative Perspective. We increase Client’s Cash Flow and Net Worth while

REDUCING TAXES

Protection

The most Important Asset is:

YOU

Your Loved Ones, Partners and Employees rely on you. Make sure you are protected, and they are taken care of.

DISABILITY & LIFE

Coordination

We know Success is not about any One Product. That is why we Partner with You: To Create Financial Knowledge. Any changes should be for the Best!

We have assembled a Team of Specialists to Review and Ensure Success

COORDINATED STRATEGIES

Small Change – Big Impact

Many people Shrug Off inefficiencies in their lives. If you were to Golf with Jack Nicklaus, would you want his Club, or his Swing?

Jack is one of the Greatest of All Time, because of his Swing. Your Financial ‘Game’ will Improve Greatly, by Learning the Swing. 

People First

Your Financial Goals are Born out of your passions. We Walk with People rising to their Financial Potential!

Unity is Strength!

Next Steps…

Contact us, for your introductory Consultation. You will never be charged a Fee.

Get an Appointment

Email Us