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Santa Fe / New Mexico / United States
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Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. I can work with my clients attorney and CPA to help bring clarity and comfort to it by guiding my clients ” and their families ” through the process. My clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. I can help ensure they leave the legacy they want. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Albuquerque / New Mexico / United States
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The advisor listed is an Ameriprise financial advisor in Albuquerque. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.