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  • 4111-A Ellison Street NE
  • Albuquerque, NM 87109
  • 505.433.2255
About Us. Our Team. Our Mission. Our Service.

Goals

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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Planning

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Your Needs

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Helpful Content

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Rightsizing for Retirement

What does your home really cost?

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

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