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 you.

• Help you select the proper asset allocation for you, your family and your heirs.
• Customize a program to your individual needs.
• 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.

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 is a well established and experienced financial professional with 22+ years of experience. He is a Certified Senior Advisor as well as a member in good standing with the Society of Certified Senior Advisors. He focuses on making sure his clients reap the rewards of a well planned retirement. 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.

Joe Ornelas