The 90's have been an exciting decade for the financial industry. In the last five years, the U.S. has experienced an incredible bull market never seen before. However, people's finances are more complicated than ever before.
Many people are over-extended and bankruptcies are at an all time high.
The average consumer is not very knowledgeable about investments, insurance, reducing taxes, employer sponsored benefits, retirement or estate planning. And, unfortunately, the average consumer does not know where to go to get objective information on these topics. Today, more than ever, there is a need for an institution that will provide the public with the financial planning tools necessary to enable them to handle their own finances. The Southwest Institute for Personal Financial Education is designed to provide a centralized facility to provide objective personal financial education to both the consuming public and the professional. Under the guidance of the Executive Director, Alan Goldfarb, this nonprofit organization has established an environment that produces professionals in the field of financial services who can assist, as well as shoulder the responsibility, to educate the public about financial matters.