Since 2004, Jose has been helping individuals plan for retirement. Do you ave questions about investments, taxes, retirement, and/or estate planning? Jose is a Certified Financial Planner™ practitioner, and would be glad to help or point you in the right direction.
We start by clarifying our fee structure and explaining the different ways we can help. Next, we analyze your goals and compare them to your current program. Finally, we personalize your values based strategy and implementation plan.
Jose believes in doing good. He has volunteered with Albuquerque Reads and the NM Veterans Integration Center as well as other education bases programs. You can count on education first, unbiased recommendations and impartial guidance.