pursue your passion
Retirement Income Planning
How much income will I need?
How long will my money last?
How do I manage healthcare in retirement?
These are just a few of the questions that we have to ask as we approach retirement.
A successful retirement always starts with world class education. Over the course of two evenings we will cover:
Click the links above or the pictures below to get more information on each topic.
the retirement basics
retirement income planning
Health and Legacy
Meet the Educators
Check out the background of firms and investment professionals on FINRA's Broker Check.
Retire - a goal. This is when we take the next step and see our hard work pay off.
Smart - education. A goal without a plan is a wish.
New Mexico - our home. Beautiful sunsets, open spaces, and genuine people.