Products & Services

Services Offered

Retirement Planning

  • Dealing with Lump Sum Distribution
  • Projecting Early or Late Retirement Needs
  • Longevity Planning
  • Income Generating Strategies
  • Minimizing Tax Liabilities

 

Estate & Inheritance Planning

  • Protecting Privacy
  • Preserving Family Wealth with Legacy Planning
  • Charitable Giving
  • Stretch IRA Planning

 

Investment Planning

  • Identifying Capital, Contributions,
  • Return & Income requirements to meet goals.
  • Building Cash Reserves
  • Education on Alternatives Pros/Cons
  • Asset Allocation: Attempt to Reduce Risk & Enhance Rate-of-Return by Balancing Assets
  • Financial Plans-Building Your Blueprint For Success
  • Funding Children & Grandchildren Education Needs

 

Risk Management Planning

  • Disability or Long-Term Illness
  • Premature Death
  • Long-Term Care Planning
  • Tax Planning

Products Offered

Retirement Products

  • IRA’s, SEP-IRA’s. TSA (403(b))
  • Qualified Plans, Simple IRAs, 401(k)
  • Profit Sharing, Money Purchase
  • Pension Planning
  • Deferred Compensation Strategies

 

Insurance Group Products

  • Individual & Group Life, Term,
  • Variable Life, Universal LifeŸ Disability
  • Health – Individual & Group
  • Long-Term Care - Individual & Group
  • Key Person Insurance

 

Investment Products

  • Money Markets
  • Treasuries-Bills, Notes & Bonds
  • Stocks
  • Bonds-Taxable & Tax Free
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Real Estate Investment Trusts (REITs)
  • Annuities – Fixed & Variable
  • 529 Plans
  • Third Party Managed Accounts (SMA)
  • Social, Moral & Faith Based Investments

 

Banking Services

  • CD’s, Savings Accounts
  • Home Equity Loans
  • Mortgages

 

Referral Services

  • Property & Causality Insurance
  • Tax Services
  • Wills & Trusts

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC.

6100 Uptown Blvd NE, Suite 500 , Albuquerque, NM 87110

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

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