We are an independent, woman-owned Registered Investment Adviser (RIA) in Albuquerque, NM, dedicated to helping our clients balance living life today with realizing their vision of tomorrow.
CALL (505) 563-4500
The core of our practice is holistic financial planning and personalized investment strategies.
Each of our firm’s core values begins and ends with Trust. As fiduciaries, we always act solely in our client’s best interests.
We help you manage the financial stress most people experience during life changes so you can focus on healing.
Let us empower you to have confidence in your future by bringing clarity, understanding, and purpose to your financial decisions.
WHY CHOOSE US?
A message from Susan:
„Creating close client relationships enables me to help my clients shift their focus from short-term worries to the long-term strategies that are designed to help them achieve their financial goals.“
Susan M. Kroger, MBA, CDFA, CMFC Owner & Financial Advisor
A message from Ann:
„No matter where you are in life, if you start aligning your financial decisions with your personal values, it can bring you closer, step by step, to a satisfying future.“
Ann J. Shubert, MBA Owner & Financial Advisor
Weekly Market Update
Current news and information that may impact your investments.
2018 Tax Changes
A summary of how the Tax Cuts and Jobs Act changed the tax code for individuals and businesses. Be sure to check with your tax person about any implications of the new tax bill.
Over 80% of women are solely responsible for their own finances at some point in their life.
Ref: Adviser Perspectives, “Women’s View of Wealth…,” March 2011
In 2016, 61% of Americans reported that money was a significant source of stress in their lives.
Ref: APA “Stress in America 2017 Snapshot: Coping with Change,” February 2017
Only 24% of Americans have a written financial plan.
Ref: Charles Schwab “Modern Wealth Index Findings,” June 2017
An increase of up to 29% in retirement income can result from intelligent financial planning decisions.
Ref: Morningstar Advisor “Alpha, Beta, and Now…Gamma,”Dec/Jan 2013