SRP PLANwell
Welcome SRP Employees!
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of our success.
PLANwell Financial Planning
PLANwell is a valuable SRP paid benefit that helps you asses and improve your household's financial planning and health.
What's included?
- Three consultations with a Southwest Wealth Advisory Group (SWAG) financial advisor in year one (typically a $2,500 value)
- Two reviews per year thereafter
- A customized financial plan
- A secure online dashboard that puts your whole financial picture in one place
Getting Started
Three easy ways to schedule your appointment with us!
- Visit our online scheduling system: https://go.oncehub.com/SRPPlanWell
- Via Phone Call: 602-931-4457
- Via Email: SRP.PLANwell@southwestwealth.com
After your initial appointment is scheduled, you will receive an email with a Factfinder questionnaire to complete. This will allow us to gather some important information so that we can better prepare for the first meeting. We request that you return the Factfinder questionnaire prior to your first meeting. The email will also include a check list of items that you may want to consider bringing to your first meeting.
Schedule Now
Hello! Please choose one of the options below to schedule a meeting with SWAG. All meetings are 90 minutes but may not run that long. If you have any questions, please contact our office at 602-931-4457 or email SRP.PLANwell@southwestwealth.com.