Retirement Planning in Albuquerque, NM

We help New Mexico families build a retirement income plan that lasts — with fiduciary advice from local Albuquerque advisors you can trust.

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How We Specialize

Retirement Income Planning

  • How much income will I need?  

  • How long will my money last?  

  • How do I manage healthcare in retirement?   

Whether you're 5 years from retirement or already there, we help Albuquerque families answer the questions that matter most. We build New Mexico retirement income plans around Social Security timing, pension coordination, and strategies designed to pay you for life.

Investment Management

  • How do I protect my investment portfolios from large losses?

  • How do I combat inflation with my investment portfolios?

  • Is there a better way to look at investing in retirement?

Protecting your portfolio from big losses matters more in retirement than at any other time. We build investment strategies specifically designed for New Mexico retirees — balancing growth, inflation protection, and the income you need right now.

Retire Smart NM Retirement Education

A successful retirement has to include a thorough education. Look below for ways that we help our clients reach their goals:

Click the links above or the pictures below to get more information on each topic.    

Retirement Basics

Investment Basics

Retirement Income Planning

Health and Legacy

About Us

Meet the Advisors

RSNM 2020 Logo Transparent.png

Ryan Ferguson

Mike Newell

Check out the background of firms and investment professionals on FINRA's Broker Check.

RetireSmartNM

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.

RetireSmartNM is an Albuquerque-based financial advisory firm serving New Mexico families planning for — and living in — retirement. Ryan Ferguson and Mike Newell are fiduciary advisors registered through Cambridge Investment Research Advisors, meaning they are legally required to put your interests first. With offices at 6000 Uptown Blvd NE, they've helped hundreds of New Mexico families retire with confidence.

 
Schedule an Appointment

 

Office Location

6000 Uptown Blvd. NE, Suite 100, Albuquerque, NM 87110

 
 

(505) 835-7600

ryan@retireSmartNM.com

 
 
“The best time to plant a tree was 20 years ago. The second best time is now.”
— Chinese Proverb