30+Years guiding retirees
Three interactive tools. No account set up required. Pick the worry that fits you and get a personalized, educational report on screen in seconds, at no cost.
Will your guaranteed income cover your monthly essentials? Find your monthly gap.
Will your money outlast you in a bad market? Stress-test it and see the odds.
Already own an annuity? Get a second opinion on what you own and what it costs.
All three tools run right here in your browser — no download, no account, and nothing leaves the page until you ask for your results.
“After years of sitting across the table from people on the edge of retirement, I learned the question that actually keeps them up at night isn’t “How’s my portfolio doing?” — it’s “Will I run out of money?””
Ed Thiessen, CFP®, CAP®, has been serving individuals, families, and business owners since 1979. As founder of Southwest Financial Advisory Group, Inc., he is passionate about helping people make informed financial decisions with confidence and purpose.
Through education, personalized guidance, and a commitment to putting clients first, Ed helps individuals align their financial resources with their goals, values, and long-term vision.
Over more than four decades, he has helped clients navigate retirement, income planning, wealth preservation, and legacy considerations.
Known for his thoughtful and educational approach, Ed strives to simplify complex financial decisions and help clients pursue financial security while staying focused on what matters most to them, their families, and the causes they care about.
We never start with what to buy. We start with your retirement paycheck — what's guaranteed, what's at risk, and where the gap is. The right solution reveals itself once the need is clear.
I'll show you plainly how I'm paid, what every option costs, and the trade-offs involved — including when the smartest move is to do nothing at all.
Already own an annuity or have a plan in place? I'll give it a straight review. Sometimes that means confirming you're in good shape. My reputation matters more than any single sale.
Pinpoint the difference between your guaranteed income and your essential expenses — and build a plan to close it for life.
An honest health check on what you already own — costs, surrender status, and whether it still fits your plan.
Leaving a job or retiring? We compare safe-money alternatives focused on income and protection.
Retirement assets should transfer smoothly and efficiently. We help review beneficiaries, tax impact, and strategies to protect your family.
Sometimes you simply want a second set of eyes. We review your current plan for gaps, risks, and missed opportunities.
Extended care costs can quickly impact retirement savings. We help explore protection strategies before health issues arise.
Bring your questions — about income, Social Security, an annuity you own, or just whether you're on track. The first conversation is always free, and there's never an obligation.
Schedule My Free Review