Helping People in the Y.O.Y.O. Economy
Financial planning for entrepreneurs, business owners, and specialists.
Asset Management | Retirement Planning | Income Protection

WHO WE ARE
We are an independent financial services firm in Albuquerque, New Mexico focused on helping you make the best decisions possible.

WHAT WE DO
Our services are centered on what we call PAIL: Protection, Asset Management, Income For Retirement, and Legacy.

WHO WE SERVE?
We specialize in helping people who are members of the Y.O.Y.O. economy.
What is 𝙔.𝙊.𝙔.𝙊 𝙀𝙘𝙤𝙣𝙤𝙢𝙮? Y.O.Y.O stands for, You're On Your Own.