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Investment Planning

Assistance you need no matter where you are in life's journey.

Comprehensive Planning

Proper long-term financial planning requires time, skill, discipline and confidence. Sandia Area Investment Services is here to help you stay the course. Our qualified Financial Advisor is trained to estimate your financial needs, help reduce the impact of taxes and pursue portfolio diversification. He also can help reduce the emotions involved in decision making and keep your long-term strategy on track.

Whether you are an experienced investor or just starting out, a Financial Advisor can help support your financial goals and bring clarity to issues you may not have thought about, such as:

  • Income and Savings – This may be important if you anticipate changing jobs, starting a business or staying home to care for children.
  • Retirement – A Financial Advisor can help you set goals, evaluate your risk tolerance and create an income plan to cover expenses during retirement.
  • Education Funding – We can help you take advantage of the often-complex rules governing educational funding and financial aid.
  • Estate Conservation - Having a tax-efficient plan for the distribution of assets to your heirs may allow them to keep more of the money you accumulated during your lifetime.
  • Contingency Fund – Thinking about the possibility of a job loss or illness is not pleasant; however, an investment professional can help you work toward building a surplus for unexpected events.

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Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

Schedule your complimentary consultation

Let us help you limit financial and investment guesswork by scheduling your no-obligation consultation.

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    Check the background of this firm and the background of these investment professionals on FINRA's BrokerCheck.