We have a strong belief and strive to adhere to do what is best for our clients.

What this means to you is:

We strive to act and perform in the best interest of the client. As if the advisor were in your situation and decides the best course of action based on your situation, facts, concerns and goals. Not in the interest of Wall Street or some firm in Iowa, but… in Your interest.

 

Single Needs

Some people and firms may have a specific need or concern that has to be resolved. We can help in the following areas:

Life Insurance  •  Disability Coverage  •  IRAs  •  Health Coverage  •  Long Term Care

We have brokerage relationships with over 100 Life Insurance Carriers to help our clients in New Mexico. We only use A+ rated carriers that have a strong reputation for good customer service.

Again, as an insurance broker, we work for you the client, not the insurance company.

 

Financial Planning

Many people need direction and often get overwhelmed with the information available and wind up doing little to nothing towards their financial goals.

 

How We Work

The initial meeting is free of charge and it is usually held at my office at 4801 Lang NE Ste 110 Albuquerque, NM. If we are meeting outside of the Albuquerque Metro Area, we can meet at a local restaurant or coffee shop. We use this time to determine if the services we offer will be a benefit to you and if you are appropriate as a client for us.

If we agree to proceed, a list will be provided to you at the end of the first meeting listing a variety of documents are needed for the subsequent meetings; these may include: bank statements, most recent mutual fund quarterly reports, CD information, IRA/401k statements, insurance policy summaries, and tax returns.