Serving the greater Albuquerque New Mexico area

Business Planning

Pave your company’s road to success by developing a proactive and purposeful business plan to address your common workplace needs. Our consultation services will provide you with comprehensive, case specific and tax efficient solutions to help manage your concerns and increase the efficiency of your business.



Our business planning concentrations include:

  • Employee Benefits
  • Health Insurance
  • Retirement Planning
  • Tax Reduction Strategies
  • 401(k)/403(b)/Cash Balance Plans
  • Disability and Life Insurance
  • Asset Protection
  • Risk Management
  • Continuity and Succession Planning
  • Business Owner/Key Executive
  • Compensation and Benefit Planning
  • Employee Recruitment and Retention Strategies
  • Employee Incentive Plans
  • Non-Qualified Deferred Compensation Alternatives
  • Supplemental Retirement Plans
  • Exit Strategies and Business Transition Planning

We can match your business’s needs with the strategies most capable of accounting for them. Let our services help to streamline yours!