I help my clients insure their most valuable asset; their ability to earn an income. We help insure against what can go wrong so we have the luxury of investing for what can go right. We work with people on their life, disability and long term care insurance.
Through tax-efficient strategies, I can help my clients plan for their financial future, including preparing retirement plans for individuals and small businesses and education planning strategies such as 529 plans.
This means that I work with my clients closely along their retirement journey to create plans that will grow with them over the years. We use our professional knowledge to help create generational wealth that will sustain throughout decades.
We believe in helping clients leave a legacy for their loved ones by participating in long-term investments that will continue to prosper over the years. We work with our clients to create a financial plan that is right for them and their family.
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We are an independent financial services firm in Albuquerque, New Mexico focused on helping you make the best decisions possible.
Our services are centered on what we call PAIL: Protect, Accumulate, Income, and Legacy.
We specialize in serving working professionals, small business owners, Sandia National Labs employees, and nice people who want to capture the right PAIL.
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