Investing can seem like the hardest part of planning for the future, but you don’t have to go it alone. Take the first step in investing for your future and contact us for a Free Consultation by calling 505-828-2824.
We Help Our Clients By Doing What Is Right
We always act as a fiduciary: We only provide you with products and services that are in your best interest.
We value transparency: Before we work together, we want you to understand how we work, the value we can add to your life, and the cost of our services.
We believe every individual investor deserves institutional level quality: Quality we’ve provided for over 25 years to some of the largest US pension plans.
Let’s Work Together To Reach Your Goals
How We Can Work Together
We can manage your individual investment account by tailoring our services to your unique risk to return profile – your risk score – without hidden fees.
We can review your employer’s retirement plan choices and guide you in your investment decisions to optimize your retirement account.
We can customize our services to your individual needs: Just starting to invest or already in retirement, comprehensive or single-issue financial planning, and/or addressing limiting financial behaviors with financial coaching – we are accessible to you.
It would be a privilege to work with you. Take the first step in investing for your future and contact us for a Free Consultation by calling 505-828-2824.
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Our Internet Privacy Policy applies to information we receive from our website and from incoming email. We do not collect personally identifiable information about you when you visit our website, unless you voluntarily provide it to us by completing the “Contact” page or by sending us an email. If you choose to share with us personal information using either of these methods, we will retain it in our electronic communications archive. Even if you do not share personal information with us, our website still may collect some information about you that does not personally identify you.
We are not unique in this regard, as this is a common practice of many businesses’ websites. For example, we use a service provider to gather internet addresses that bring visitors to our website, IP addresses of visitors to our website, statistics about which pages on our website are most often visited, dates and times our website is visited, how long visitors remain on each page, general geographic information about website visitors, types of browsers and devices used to access our website, etc. Our service provider uses cookies to collect this data and provides us with statistics in an aggregated format. We use these statistics in our ongoing efforts to improve our website. If you want to prevent cookies from being set on your device or to opt-out of this type of data collection, you can change your internet browser’s configuration or settings.
By using our website, you consent to our Internet Privacy Policy. If you have any questions or suggestions, please feel free to contact us by one of the methods provided on the “Contact” page. Our Internet Privacy Policy was last modified on February 12, 2026. If we change it in the future, we will post a new version on our website.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.