Contact Us

OFFICES

New Mexico Branch Office

Phone: 505-883-2630 | Fax: 505-717-2338
6301 Indian School Rd. NE, Suite 609
Albuquerque, NM 87110

Onsite Personnel: Brittainy Mullins & Jason Mullins
Remote Personnel: Alicia Lockett
Hours: 8:30 AM – 4:00 PM MST, Monday through Thursday; Closed Friday

Oklahoma Branch Office

Phone: 405-906-4300 | Fax: 505-717-2338
209 Lilac Dr., Suite 240, Edmond OK 73034

Onsite Personnel: Daniela Deuel & Isaac Ortiz
Hours: 9:30 AM – 4:30 PM CST, Monday through Thursday; Closed Friday

CONTACT US

General InquirySeminars & EventsComprehensive Financial PlanningWritten Income PlanRetirement Income PlanSocial Security AnalysisNo Obligation Review of Current PortfolioReducing Portfolio Stock Market RiskIRA/401(k) Investment & Rollover StrategiesIRA/401(k) Minimum Distribution AnalysisReducing my Federal & State Income TaxesReducing or Eliminating Tax on Social Security BenefitsLife Insurance AnalysisLong Term Care ConcernsFederal Estate Tax PlanningAvoiding ProbateLeaving An InheritanceLiving Trust

captcha