Southwest Financial Alliance

Austin, Texas........a great place to live in the Southwest.

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser, 3600 N. Capital of Texas Highway, Building B, Suite 180, Austin, Texas 78746  (512) 266-1658. Southwest Financial Alliance and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

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