When you’re looking for help with financial planning, you want “long-term advice.” Right? But beyond that, you’re looking to grow and transfer your wealth, in ways that you can understand and participate in.

The Financial Advisors at Montoya know that a comprehensive financial plan is absolutely essential in personal money management. What we also know is that most clients want to move forward in a way that makes sense to them, not just to somebody else.

By working closely with our clients, we navigate the path to financial independence in ways that we believe are straightforward and practical. We know that time pressure and work/life balance plays a role. We don’t address your finances in a vacuum or work from some template. Instead, we listen to you and figure out a way forward with you, so that in the end, everyone knows what direction we’re heading in, and why.

How We Can Help

We look at the big picture and help you understand all aspects that may affect your personal financial situation, such as estate planning, college planning or planning for retirement. But again, we look at these plans with regard to the realities of your lifestyle and circumstances. We help work through planning elements of a retirement plan such as life insurance coverage, social security benefits, and more.

Benefits of a Financial Planning Advisor

A professional financial advisor from Montoya:

  • Helps put you in control of your financial future
  • Organizes all your financial information into an easy-to-understand format
  • Establishes clear and realistic goals for success
  • Provides strategy for making sound financial decisions
  • Builds an ongoing relationship with you to help keep you on track with your goals.

Find out why so many of our clients are happy with the consultation they get from professionals! Plan for the future to get the most out of your hard work and personal financial planning effort.