Financial Planning

Our goal is to help you grow, preserve and transfer your wealth. Financial Planning is not a one-time event but rather a lifelong process. As you financial goals change, it is important to modify your financial plan so that it stays in line your objectives.

The Financial Advisors at Montoya believe a comprehensive financial plan can be the foundation for a successful future. We understand that time is important and that making sense of your finances requires time, effort and a considerable amount of planning. When you work with us, we simplify the process and help you achieve goals that you set for you and your family through a strategic financial planning process.

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

Benefits of a Financial Planning

  • Helps put you in control of your financial future
  • Organizes all of your financial information into easy-to-understand format
  • Establishes clear and realistic goals for success
  • Provides strategy for making sound financial decisions
  • Builds an ongoing relationship with you and your financial advisor to keep you on track with your goal