Montoya Financial Strategies

Montoya Financial Strategies, powered by BKS-Partners, specializes in wealth management and financial planning. We look at the big picture and help you understand all aspects that may affect your personal financial situation, such as estate planning, college planning or planning for retirement. We look at these plans with regard to the realities of your lifestyle and circumstances. We help work through planning elements of a retirement plan such as life insurance coverage, social security benefits, and more.