Thoughts on Investing: A Look Back and Forward (Winter 2020-21)
January 18, 2021
One of the most commonly used words in 2020 was...
Insights from Our Professionals
We believe in education for ourselves and our clients. Each month, we produce a newsletter and articles on financial topics of interest. You can receive these in your email inbox by becoming a subscriber on our Blog page.
We encourage you to explore our content and send us a suggestion about a topic you’re interested in.
Latest News
View All NewsRoss Nettles & Robert Elzholz Earn CERTIFIED FINANCIAL PLANNER™ Certifications
January 4, 2021
[caption id="attachment_12706" align="alignright" width="200"] Ross NettlesCPA, CFP®, MBA, AIF®[/caption] Albuquerque,...
Now is the Time to Maximize Lifetime Gifting Options
December 22, 2020
If it’s true that the future depends on what you...
We Can Help
Whether you are just starting to think about your financial goals, or you’re looking for peace of mind while organizing your financial affairs, we can tailor a plan that will help you feel confident and in control.