Financial Advisors in Albuquerque
You’ve managed to work hard and build a decent nest egg. Now what?
While it’s sometimes tempting to begin spending what you’ve saved, that’s not always the wisest thing to do. The professional financial advisors at Tardy & Co., PC want to help you keep more of the money you’ve earned and find new ways to make it grow. We take the time to dig deep with our clients, learning what makes them tick and gets them out of bed in the morning. Knowing what drives you allows us to cater our financial advice to your personal style, so that at the end of the day, you know your money is taken care of and that you can enjoy the life you want to live both now and when you retire.
In addition, our financial advisors in Albuquerque maintain strategic relationships with many respected partners that can enhance our internal services: specialists that focus on wealth management, brokerage, private banking and insurance and pension issues, among other areas.
Tardy & Co., PC’s financial advisory services include:
- Tax planning and compliance
- Financial planning
- Insurance planning
- Investment planning and monitoring
- Succession planning
- Estate freeze and discount planning
- Valuation services
- Planned giving programs
- Life insurance analysis (adequacy and structure)
- Retirement plan/IRA distribution planning
- Estate and trust planning, compliance and administration
- Maximization of wealth transfers
- Asset management
- College planning strategies