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About Premier Southwest

At Premier Southwest Planning Group, we specialize in implementing personal finance and estate strategies.

The goal of our process is to help maximize your wealth and help you work towards financial security for you, your family or your small business, and we believe that to bring your dreams to life, we can be an incredibly valuable partner to not just devise a plan but also stand at your side and empower you to make confident financial decisions for your future. We want to be your premier resource, and we’re ready to work with you to build something that lasts a lifetime.

Our Mission

What we hope to accomplish is to make seemingly complicated financial issues simple. We consider where to start saving and which strategies can help you protect your assets. While our team has spoken at financial conferences on different topics, we believe the most important topic that our clients receive education and information on is our distribution planning strategies. We feel it’s possible that one day everyone will live off the assets they have accumulated, so wouldn’t it be nice to understand your available asset distribution strategy options before you get to retirement? That’s why we’re here to help you pack your bags before you reach the top of the “retirement mountain.” It’s our goal to help you maximize your assets so you can live a comfortable lifestyle once you retire.

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Create and Grow Wealth

We believe creating and conserving wealth starts with a plan. We work with each of our clients to not only create personalized strategies to help them build wealth but also conserve and preserve it for the future. We create wealth building strategies with a combination of investment tools, and we’re excited to give our clients access to our custom planning process. Your goals are our destination, and we’ll stand at your side until you reach them.

Distribution and Conservation

Climbing the financial mountain may not be easy, but once you’re at the top, you have got to get down. Oftentimes, that can be where you can hurt yourself. You spend your whole life making sure your money is being used efficiently to create and conserve your wealth, but have you actually ever thought about how to distribute your income in a sustainable way at retirement? We’re here to help you create a strategy that we believe is effective and sustainable.

Truth About

Money

Live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix!

Unfortunately, this industry is clouded with hype and veiled facts that can sometimes make it difficult to know how you can protect yourself and achieve the growth you desire. That’s why Bruce J. Weinstein of Premier Southwest Planning Group goes live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix, and 8 to 9 a.m. on KRLA AM 870 in Los Angeles to teach listeners the truth about money and financial planning. Listen along as we cover the latest strategies and tools retirees are using to defend themselves in retirement and outline their futures with their families. No longer do you have to be a victim of a predatory market. That’s because you’ll be armed with the truth.

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Our Team

With decades of experience in the financial services industry, we understand the issues you face, and we aim to tackle them with a plan of action, not subjective opinions, hope or hype. That philosophy starts with our people, and when you work with us, you have full access to our team of financial professionals. We’re here to help you and guide you as you pursue your unique goals. We will also customize our approach and adapt using our toolbox to suit your needs, and we’re focused on building a partnership that lasts and seeks long-term success through the achievement of many short-term goals. Meet our team members!

Bruce J. Weinstein

Founder and President

Josh Gifford

Investment Advisor Representative

Skylar Weinstein

Vice President

Rosy Lehman

New and Existing Business Case Manager Life, Disability and Annuity Contracts

Thomas Chiarello

CSR – Property & Casualty Insurance

Our Services

In our decades of experience, we understand what you might be looking for and what might help you reach your unique goals, and that’s how our services menu was crafted: with clients in consideration. We’re here to offer guidance and tried-and-true strategies for any stage or aspect of your life, helping you and standing at your side as you pursue your greatest objectives. Our mission is to help you achieve your goals for growth while also offering the protection and preservation of your wealth, then working with you to find a way to distribute that wealth as efficiently as possible. It’s all part of our simple, repeatable process that helps us give you the education you need to carve your own path toward your ideal future.

Risk Management

Risk management is about evaluating current risks and whether they are investment or insurance related. We can also help you explore strategies to potentially mitigate risks using tactile investment management or, through our affiliate Premier Southwest Benefits Group, insurance policies for personal risk versus self-insuring. Our analysis ensures that your risk level aligns with your goals, and we can help you find a strategy that is in your best interest.

Estate Planning

We help people by assisting them with living trust preparation, which we believe can be an effective way to transition assets. For more sophisticated trusts, we can help coordinate plans together with your current attorney or help you find one that meets the needs of your estate plan. We are ready to plug you into our network of professionals who can help you achieve your unique objectives.

Tax Planning

Sometimes the best way to grow your wealth is by keeping more of what you’ve already earned. Our goal is to provide strategies that focus on tax-exempt income planning versus taxable income planning. We also include an analysis of your Social Security benefit to see if your monthly payments are taxable. Then, we can help you convert tax-deferred funds or create tax-free streams of income to use in the future.

Retirement Planning

Retirement is the end goal. It’s the period of life during which you can start doing what you want to do instead of what you have to do. We focus on providing you with strategies that maximize your wealth while minimizing risk and investment costs. We can also help you plan for your projected lifestyle expenses by creating a distribution plan that works to make your money last as you fulfill your goals.

Major Life Events

Life happens, and while you can’t stop it, you can surely prepare for it. We also know that change is inevitable, and whether we’re talking about good change or bad change, we can work with you to help you adapt to your new circumstances and become flexible in the event that your plan must change accordingly. Our partnership is an ongoing one, and we stand by you through each up and down.

Insurance Planning

Through our affiliate Premier Southwest Benefits Group (“PSBG”), we can provide a full review of all insurance policies, including home, auto, liability, life, disability, long-term care and more. Once PSBG has completed a review, PSBG can determine if your policies match your goals and help you replace the ones that don’t. PSBG can also leverage modern, innovative insurance policies to help you create tax-advantaged income and secure living benefits that do not come with market investments.

Live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix, and 8 to 9 a.m. on KRLA AM 870 in Los Angeles!
Listen Now!

In the Community

After so many decades of providing financial services the Scottsdale area, we’re proud to be active participants in our local community, helping those in need and spreading the word about strong financial principles through educational opportunities. Please note that insurance products and services are offered through our affiliate Premier Southwest Benefits Group. We also support local nonprofits and host events that give our neighbors the chance to learn how they can protect themselves and achieve their financial goals. See how we engage with our clients, prospects and favorite organizations below!

Bruce Weinstein Discusses Annuity Alternatives

Bruce Weinstein Shares Life Insurance Tips

Bruce Weinstein – Non Profit Partnership

Skylar Weinstein – Non Profit Partnership

Bruce Weinstein Joins Arizona Daily Mix

Prefund the Police

Blog, News & Information

We keep our blog updated with the latest posts to help you learn about news, tips and tricks that can empower you to make informed decisions about your future. From the latest legislation to breakdowns of strategies we employ in your unique plan, we seek to be an educational resource that you can count on and trust. Read all of our blog posts below!

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What is Sequence of Returns Risk?

Bruce WeinsteinBruce Weinstein2024-05-09

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We’re ready to provide you with premier service. If you’re ready to find a path toward your ideal future, fill out our form below, and we will reach out to you to discuss your current circumstances, your objectives and strategies we can use to help you reach them!

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