Your Partner in Prosperity
We are committed to providing comprehensive financial planning services tailored to each client’s unique needs.
Our values are grounded in integrity, expertise, and personalized care. We prioritize building long-term relationships based on trust, transparency, and accountability. By delivering objective advice and innovative solutions, we empower our clients to achieve their financial goals and secure their future.
About Us
Abhishek Mehta, MBA
Abhishek currently works as a financial advisor for New York Life where he helps design business solutions in succession planning, investment planning, and insurance planning. Abhishek received both his BA in Economics and Philosophy and MBA in International Management from UNM in 2017 and 2020 respectfully. Abhishek is an active member in his community, his professional affiliations include: YPA (Past Professional Development Chair), NAIOP (Developing leaders), Asian Business Collaborative, Albuquerque 20/30 (Social Chair), Hindu temple Society of New Mexico (Teacher, Kindergarten to 5th grade), United Way Vision Council. Abhishek aims to promote New Mexico, it’s business owners, and local residents alike to make for a more robust city to live and work in. Abhishek’s passions include practicing yoga, studying history and philosophy, and preforming dances and songs.
Our Process
Collaboration Style
We work with attorneys, accountants, trust officers and other financial advisors to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available.
When you partner with us, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients. We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments. We are a results-oriented firm, and we will deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning.
Why Us?
How we Can Help
We aim to assist you in in our key area of expertise which includes:
Estate and Legacy Planning
Craft comprehensive strategies to manage and transfer your assets, ensuring your legacy is preserved and your estate is efficiently handled.
Business Succession and Exit Planning
Develop tailored plans for transitioning out of your business smoothly, securing its future and maximizing its value.
Executive Benefits and Philanthropy
Optimize executive compensation packages and create impactful philanthropic strategies to align with your personal and professional goals.
Our Services
Our Financial Services
We provide a comprehensive range of financial services tailored to meet your unique needs. Our offerings include
Business Owners
We offer customized financial strategies for business owners, including cash flow management, succession planning, risk management, and tax optimization to help grow and protect your business while planning for the future.
Corporate Executives
We offer customized financial strategies for business owners, including cash flow management, succession planning, risk management, and tax optimization to help grow and protect your business while planning for the future.
Health Care Professionals
Tailored financial planning for doctors, dentists, and medical professionals, focusing on managing debt, optimizing practice transitions, and creating specialized investment strategies to secure a prosperous future.
Pre-Retirees / Retirees
We offer tailored retirement planning to build, protect, and preserve wealth, ensuring financial security, steady income, and peace of mind throughout retirement.
Farmers
We offer specialized financial solutions for farmers, including farm succession planning, land and equipment financing, risk management strategies, and crop insurance to sustain your agricultural business.
Charitable Donors
We help charitable donors maximize their impact with strategic philanthropic planning, including donor-advised funds, charitable trusts, and tax-efficient giving strategies tailored to their values and goals.
Testimonials
What Our Clients Says
