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WHO WE ARE

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

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WHAT WE DO

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

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WHO WE SERVE?

I 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.

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       Latest Blogs

If you have been around me for any amount of time...

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When the markets are as volatile and confusing as they have been...

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How Much Money Do You Need to Quit and Sail Away? No, Seriously...

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