Montoya Wealth offers client-centered financial advice that lets you focus on living your best retirement.
Our fee-only investment advice and holistic financial planning is aimed at ensuring peace of mind as you head into your retirement years. As an independent investment advisor, our business is understanding our clients and their priorities in order to offer them peace of mind through tailored financial solutions. For more information, contact Brandon Montoya at 928-460-0972.
The Montoya Wealth Living Well Blog
Knowledge is power and that’s why Montoya Wealth is now offering a convenient way for our clients to stay on top of their finances, even when they’re on the go. View the video to learn more.
If you aren’t working with a financial planner or you don’t have the time to do a full plan right now, you can follow these steps to keep your finances in pretty darn good shape.
This afternoon, Brandon will be my guest on my radio show She's All That. The show airs today, April 1, at 12:30 pm on Prescott Public Radio, 89.5 and 90.1 FM. You can also listen via Tunein.com or by asking your smart speakers to play KJZA. If you miss the show, you can listen to it again as soon as the MP3 file goes up on the She's All That website.
We feel so strongly about the importance of operating as a fiduciary, in fact, that when we organized our business, we did so as a fee-only registered investment advisor, a business type required by law to practice as a fiduciary. We are also avid followers of legal news about financial fiduciaries.Of late, there’s been plenty to follow.
Wall Street may be turbulent, but you can stay calm. You could even look at this as a buying opportunity. Assuming this is a correction and nothing more, the market may regain its footing more quickly than we think.
Ann Sult is a mother and a grandma, but still, she’s not yet done giving birth. Her other children are grown and her official retirement date is four years past, but still. It’s just that these days, what she labors over isn’t flesh and blood, but paintings.
If you find yourself close to retirement and alone, here are several things you can do to ensure a positive and comfortable life for yourself.