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Congratulations on taking control of your financial life! Whether you attended Financial Peace University or read The Total Money Makeover, you are now looking for a financial advisor who can help you implement the strategies you learned from Dave Ramsey.

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Raymond James - Southwestern Investment Group

Why do we do what we do? Besides the fact that we love it, we do it because our goal is to improve financial lives so you can focus on things that are most important to you – personally, professionally, and spiritually.

“Always do what is right for the client” remains the heart of our core values. Even from our humble beginnings we took the approach that as long as we do what is right for you, your relationship with us will continue and word will spread. We’ve been giving financial advice for over a decade now, and we manage over $2 Billion in assets.