Creating a deliberately bright future!
Since 1980, we have helped thousands of people -- just like you -- create programs and portfolios to meet your short-term, long-term, and financial goals. We specialize in creating a world where your input is heard, your thoughts are always valued, and you are represented and accounted for.
When you have questions about trusts, capital gains, IRA, Medicaid, retirement, and/or estate planning, one of our credentialed professionals are proud to help.
Our founder insisted we absolutely never charge a fee. Let us say that another way: We have no fee structure.
We believe and consistently demonstrate that if we are as good as we say we are, you will choose to be our client.
If we design a case for you and you elect not to proceed, then apparently we are not as good as we say we are and we do not deserve to earn anything. You can take what we designed and it is yours to keep. That information is totally free.
Our team is comprised of people with different kinds of financial and life experiences, but we all have this in common--a commitment to ethics, integrity, and using a proven system that guarantees you never suffer any losses whatsoever. Ever.
We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial information that supports your financial future.
What happens when one is inspired with a vision to become something greater than the sum of its parts? A phenom. This is the vision for Senior Executive Trust Officers.
This is the person who sees the vision and has the heart to execute and create with the support of their Senior Executive Trust Officer
We understand that sometimes you may need to experience and see the world through someone else's eyes. We are here to help you see the world in a totally different way.
Did you know that Medicaid confiscation is the cause of more bankruptcies in the United States than bad investments or accidents? Wouldn't you like to know how to not be in that situation?
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Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we protect your assets.
You should meet with us to review your plans every five years, or before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
150 Central Park Square, Los Alamos, New Mexico 87544, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment