Lobo Wealth Strategies PC

Phone:     (505) 821-4300
Toll-Free: (888) 480-2112
Fax:         (505) 821-4303
 

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provide helpful information, they cannot take the place of an experienced financial adviser who is familiar with your particular situation and can offer personalized advice.

If you’re concerned about:
 

• Wealth preservation/Estate planning
   
• Business succession strategies
   
• Retirement planning
   
• Education funding
   
• Portfolio management**
   
• Charitable gifting
   
• Risk Management
  
   

As Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, We can provide you with a plan to help you achieve your financial goals.

Please use Our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 


J. Klint Hall, Phillip M. Finley and John E. Sharpe are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state(s) of AZ, CA, NM, TX, CO, SD, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Lobo Wealth Strategies is not owned or operated by NYLIFE Securities, LLC or its affiliates.

J. Klint Hall, Phillip M. Finley and John E. Sharpe are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed by various other independent unaffiliated insurance companies in the states of AZ, CO, NM, SD, TX, UT, VA. No insurance business may be conducted outside the states referenced.

**J. Klint Hall, Phillip M. Finley and John E. Shapre are also separately registered as an investment advisers representatives with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of AZ, CA, NM, TX, CO, VA, WA. as such, these services are strictly intended for individuals residing in the specific state(s) referenced. 

Lobo Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Lobo Wealth Strategies, its employees nor NYLIFE Securities LLC or representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.