Broker Check

"An investment in knowledge pays the best interest." - Benjamin Franklin

401(k) Pre-retirement Solutions

401(k) Pre-retirement Solutions

We create strategies that are tailored to your needs and goals.

Learn more
Fit To Retire

Fit To Retire

Years of experience have prepared us to guide you through life's transitions.

Learn more
Your Financial Future

Your Financial Future

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?

Learn more

Ben M Bouman ChFEBC⁽℠⁾
Investment Advisor Representative

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...

Learn more

Strategic Partners

Download Our Free Ebook

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."

FREE GUIDE: DON’T PANIC

When the market fluctuates, it can feel like being on a neverending rollercoaster ride. Download our free ebook, "Don’t Panic,” to learn why market volatility isn’t as scary —or uncommon— as it seems.



Thank you! Oops!