Whether you're looking for business insurance, homeowners, auto, health or life insurance, it pays to have someone shop for you. That's what we do at Southwest Business Insurance. Whether you are looking for your company's retirement plan, insurance for homeowners, auto, health or life insurance, it pays to have someone shop for you. We are an independent broker with access to over 100 carriers!
We will identify the programs that are a good fit for your particular situation, then help you make an educated decision to ensure you are getting the best value for your insurance dollar.
We will identify the programs that are a good fit for your particular situation, then help you make an educated decision to ensure you are getting the best value for your insurance dollar.
Services
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Southwest Business Consultants, Inc. was formed in 1991. We provide insurance, tax, real estate consultation services to individuals, businesses, accountants, attorneys, insurance agents, and agencies. Markets we specialize in include 401k, Workplace Retirement Plans & Benefits, Life, Health, Auto, Home, Business, Accident, Long Term Care, Disability Income, and Workers' Compensation.
We have been working with individuals and businesses in the Austin and great central Texas area for over 25 years. Each of our agents has extensive personal and professional experience. We carry CPA and CFP designations and certifications and we are fee-based advisors. We retirement plan fiduciary advisors so we can help guide you to the plan and features for your organization.
Reviews (1)
Sungjoon Koo
Dec 25, 2020
An acquaintance recently told me about Mr. Todd Lively and highly recommended him. I previously hired a big accounting firm that specializes in my industry and a tax attorney in a different state. The former filed things incorrectly, and the latter could never make himself available for Zoom or phone meetings to go over things. I met with Mr. Todd Lively and his business associate Heather today. I was impressed with Mr. Lively's knowledge of the tax code, and he gave me so much valuable information during the meeting.
