2610 Trinity Drive,
Personalized Client Experience
Taking care of what's important so you can focus on what matters most to you.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
A detailed planning process is the best way to establish financial confidence. Once we get to know you we can begin to develop a dynamic plan that will pursue your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
So what are the steps?
Ben Bouman is a Los Alamos native with a firm commitment to serving the people of Northern New Mexico. He has a deep understanding of the area’s rich and diverse culture and heritage, as well as the characteristics that make it a unique place to live and work. He operates on the philosophy “serve the client and the rest will follow” and works to make a difference in the lives of the families he serves...
Director of Information Technology
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Fire can happen anytime, anywhere. Are you prepared? Download our free guide, "Stop, Drop, and Go: 12 Essential Steps to Keep Your Family Safe from Fire."