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Oakmont is a fee-based financial planning firm focused on serving 50+ pre-retirees and retirees who care more about designing their ideal retirement rather than they do about just growing their portfolios. Fulfilling a fiduciary role for our clients means that we are committed to always putting YOUR best interests first, rather than selling you complicated investments or insurance policies that you don't understand because we get paid for it.
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Our wealth management advisors in TIAA's Albuquerque, NM office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Albuquerque, NM office is a smaller satellite office, so please call today to schedule an appointment (866) 548-3705.
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IUL and FI Annuities to protect and build wealth towards a better retirement income. My team at I Can Financial can assist you with many other issues you may have to which I would have you work with them if I cannot fit your need. i.e. Home Bank, Savings and rollovers especially if you have monies being lost in 401k account(s) to which we strongly suggest you allow us to help you with these.
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Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
