The Rikoon Group

Avalon Trust Company is a trusted partner for individuals, families, trusts, non-profits, and foundations, offering expertise in investment management and wealth planning. With a dedication to strong client relationships, disciplined wealth management, and a deep understanding of individual client needs, Avalon Trust delivers outstanding results backed by expert counsel and advice. With offices in Santa Fe, New Mexico, New York, and Portland, Oregon, Avalon Trust combines the resources of a trust company with the innovation and nimbleness of an independent firm, providing carefully considered solutions and a collaborative partnership that brings peace of mind to all financial matters.Generated from the website

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over time I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests. About First Command First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”.

John Moore & Associates is a financial planning company based in Albuquerque, NM, dedicated to helping clients grow their wealth while also investing in their personal values and character. With a focus on wealth transfer planning and charitable giving strategies, they aim to prepare future generations to manage assets wisely and make a positive impact on the world. Since 2012, John Moore & Associates has facilitated over $45 million in charitable donations from their clients to local and national non-profits, emphasizing the importance of financial freedom that benefits both individuals and the community. Their commitment to holistic wealth management goes beyond monetary gains, prioritizing values such as generosity, family, and personal fulfillment.Generated from the website