Investment Services

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Southwestern Investment Group was established in 2002 with the idea of helping good people enhance their lives through prudent and well-reasoned financial guidance from a team of financial professionals.

It was important to be an independent firm, so our allegiance would always be with our clients. Today, we are proud of our independence and the fact that our advisors are not obligated to sell any proprietary funds or products – only those that are in your best interest.

Our advisors have access to literally thousands of financial resources – mutual funds, stocks, bonds, certificates of deposit, money market accounts, Section 529 college savings plans, private money management firms and thousands of quality insurance products – through Raymond James, one of America’s largest independent financial firms.

We are a wholly owned subsidiary of The Southwestern Company, one of the largest and oldest corporations in Tennessee – dating back to 1868. It’s a legacy of service that we are proud to carry forward into our future – and yours.

Through Raymond James, Travis provides comprehensive financial planning. “Our specialty is providing prudent, conservative, confidential, and comprehensive investment advice to our clients – designed to help them efficiently save for retirement, implement tax planning strategies, manage risk, and transfer their wealth.”

  • Wealth Management
  • Retirement Planning
  • Tax Reduction Strategies
  • Estate Planning
  • College Planning
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Supplemental Coverage
  • Charitable Planning
  • Employer Sponsored Retirement Plans
  • Self-Employed Retirement Accounts
  • Stock Options
  • Pension Plans
  • 403(b)s
  • 401(k) Rollovers
  • 401(k)s
  • SEP IRAs
  • Simple IRAs
  • Rollover IRAs
  • Roth IRAs
  • Traditional IRAs
  • Profit Sharing Plans
  • Tax Deferred Annuities

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