About Us

We specialize in working with retirees, and those about to retire. We help our clients avoid mistakes that can drain retirement savings. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with yo

  • Our Mission
    • Help you select the proper asset allocation for you, your family and your heirs.
    • Customize a program to your individual needs.
    • Minimize taxes as much as possible.
    • Provide you with safe, secure, investment opportunities.
    • Make all information easy-to-follow, in real words you can understand.
    • Treat you with the dignity you deserve, while always earning your respect.
       
  • Biography

    ornelas - new home (220 x 263)

    Joe Ornelas

                                                

    Joe Ornelas is a life long resident of the Southwest. Born in Artesia, NM and he currently lives in Albuquerque, NM. He graduated from the University of NM with a bachelors degree.

    Joe focuses on making sure his clients reap the rewards of a well planned retirement.  Tax Planning is one of Joe's areas of expertise. With proper tax planning, Joe's clients reap the benefits of not paying un-necessary taxes! College Planning is another area of expertise that Joe has helped clients with.  He is a Certified College Planning Specialist and is a member in good standing with the National Institute of College Planning Specialists.