• Wealth Management

    Wealth Management

    We can help plan your journey with a diversified approach that meets all your short and long term wealth management plans.
  • Employee Benefits

    Employee Benefits

    Designing benefits that will empower the most productive workforce can be a difficult task. You shouldn’t have to navigate those waters alone. Let us help you.
  • Retirement Plans

    Retirement Plans

    Setting the right course for your employee’s retirement can empower and incentivize them to do great things.
  • Property & Casualty Protection

    Property & Casualty Protection

    Protecting your assets from catastrophe is what we do best.
  • Financial Planning

    Financial Planning

    You need a guide who can advise and design a long-term approach.
  • Individual Insurance

    Individual Insurance

    We’ll help you plan today for tomorrow.

OUR GOAL

OUR GOAL

Our Goal is simple, to provide our clients with thoughtful, personal, and results-oriented service.  Montoya & Associates can create a custom experience to your specific needs.  You can expect us to help improve the quality and cost-effectiveness of your benefits programs.

INNOVATIVE SOLUTIONS

INNOVATIVE SOLUTIONS

Your time is valuable and it is our job to let you focus on what your company does best by delivering innovative solutions. We partner with technology companies, offering web-based enrollment technology solutions and employee communication systems in the market.

IN THE COMMUNITY

IN THE COMMUNITY

We love being involved in the community, we strive to be a leader and trend setter for our partners. Montoya is well-represented in such organizations as Rotary International, the YMCA and advisory boards of local governments.

 

HOW CAN WE HELP?

  1. 1
    EMPLOYEE BENEFITS
    At Montoya & Associates, we help our clients develop benefits programs that make a competitive difference for their company while also making a difference in the lives of their employees. We provide the benefits solutions, insight and support that help you create optimal value for your business, and work with you to design a benefits and communication strategy that can help recruit and retain the best employees possible.

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  2. 2
    FINANCIAL PLANNING
    How We Can Help

    We look at the big picture and help you understand all aspects that may affect your personal financial situation.

    • Estate Planning
    • Retirement Planning
    • College Planning
    • Life Insurance
    • Legacy Planning
    • Social Security

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  3. 3
    INDIVIDUAL INSURANCE
    We assist individuals and families with finding insurance coverage that fits their needs.

    Our individual insurance services include:

    • Life Insurance
    • Disability Income Insurance
    • Long Term Care Insurance

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  4. 4
    INDIVIDUAL HEALTH INSURANCE
    Navigating the complex and ever-changing landscape with the Affordable Care Act or Health Care Reform may seem like a daunting task. At Montoya & Associates, we have local advisors available to help you find the right health care coverage at the right price.

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  5. 5
    RETIREMENT PLANS
    An employee retirement plan can help:

    • Recruit and retain valuable employees
    • Bridge the gap between Social Security and retirement income needs, which are estimated to be 85 percent of current income
    • Reduce tax liability — contributions to employee accounts are tax-deductible from business income

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  6. 6
    WEALTH MANAGEMENT
    To strive toward your financial goals, you need the foundation of a solid financial strategy—A strategy that looks well beyond the day-to-day distractions of the financial markets and instead focuses on your long-term objectives. It should be tailored to match your personal goals, which might include:

    • Building a secure retirement
    • Planning for college
    • Minimizing taxes
    • Leaving a legacy
    • Charitable giving

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