Welcome to Southwest Financial Group
Who we are?
Southwest Financial Group (SFG), a subsidiary of Wyncrest Group (WNCG) is a privately held financial planning company offering a matrix of specialized financial programs and services. Southwest Financial Group has operated for 15 years with growing interests in business ranging from Life Insurance and Long Term Care to Student Sports. Southwest Financial provides Employee Group Benefits and 401k Retirement, Debt Reduction, Alternative Investments, Mortgage Purchasing & Refinancing.

With 22,000 clients and 200 representatives nationwide, Southwest Financial is engaged in the sale of an array of quality life protection including family and personal insurance, real estate and asset insurance products and services, Niche Tax Strategies and Wealth Building Strategies.
What we do?
At Southwest Financial Group, we are committed to providing our clients with assistance in exploring the available financial options and implementing their goals and dreams to capitalize on the most viable and most profitable options while minimizing any risk involved.
How we grow?
Southwest Financial Group growth and success is a function of the development and growth of our client base, as well as a derivative of the success of and the retention of our existing clients.
Services that Southwest Financial Group provides:
- IRA’s, Annuities, 403bs, 457
- Life Insurance
- Estate Planning
- Financial Planning
- Retirement Planning
SOUTHWEST FINANCIAL GROUP
2570 Eldorado Parkway,
Suite 130, McKinney,
Texas 75070
Toll Free: (800) 923-8299
Office: (972) 562-0362
Fax: (214) 726-0376