Northwestern Mutual

Intelligent Investing Inc., is a Registered Investment Adviser with the State of New Mexico. Our business operates as a fee-only or hourly rate, independent, objective financial planning, retirement planning and investment management firm serving each and every one of our clients in a fiduciary capacity. Notably, as fiduciaries, we put your interests first, without any undue influence from outside third parties. As our client, you are no longer alone to figure out your financial future.

Welcome to Charles Stephen & Company. Since 1983, Charles Stephen has developed a series of blueprints to coordinate financial strategies for a select group of families, successful business owners and corporate retirement plans. Our services include: Planning for retirement, retirement income, Business Exit & Succession, Asset Allocation & Management, Risk Management Using our exclusive Blueprint Programs, we create a unique financial process for each client. This process focuses on the major events in our client's financial life and, with equal emphasis, on the transitional points between these events. The result is a seamless approach that supports the client's personal and business goals even as they change. Read more about the Strategic Blueprint Formula for retirees and professionals. Read more about Blueprints for Tomorrow for Business Owners. Read more about the Retirement Optimization Blueprint for Corporate Retirement Plans. As independent registered investment advisers and wealth managers, Charles Stephen is an advocate for the client. Our sole motivation is to provide them with the best service and advice available. Securities offered through NFP Securities,Inc. (NFPSI), Member FINRA/SIPC. Investement Advisory Services may be offered through NFPSI or Charles Stephen & Co., Inc. (CS&CI). CS&CI is not affiliated with NFPSI. Not all products and services referenced are available in every state or through every representative.

John Moore & Associates is a financial planning company based in Albuquerque, NM and Scottsdale, AZ. With a focus on wealth transfer planning and investment management, their team of certified advisors is dedicated to helping clients grow their capital while also investing in their personal assets such as character, generosity, and family. Since 2012, John Moore & Associates has facilitated over $45 million in charitable donations from their clients to local and national non-profit organizations, emphasizing the importance of financial freedom that frees others. Committed to their principles and the well-being of their clients, JMA strives to make a positive impact on both individual lives and the world at large.Generated from the website