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Ann Shubert

Intentional Finance LLC
Work 7770 Jefferson St NE, Suite 430 Albuquerque NM 87109 US Work Phone: (505) 563-4502 Website: http://intentionalfinancellc.com

Biography

I am a Financial Advisor and co-owner of Intentional Finance LLC, an independent, woman-owned, Registered Investment Adviser (RIA) dedicated to helping clients balance living life today with realizing their vision of tomorrow. I provide fee-only holistic financial planning and personalized investment strategies that help my clients have confidence in their future by bringing clarity, understanding, and purpose to their financial decisions. I specialize in working with women going through a life transition such as divorce, widowhood, or a mid-life career change, and focus on supporting and empowering my clients wherever they are on their life journey.

As an independent firm, we answer only to our clients, not to a parent company with sales quotas, proprietary products, or profit goals. Our success is measured by our clients’ success in reaching their goals, nothing else, and we are free to design the best strategies to get them there. Our Financial Advisors are licensed and legal

Notes

Financial Adviser, Financial Advisor, Financial Planning, Investments, Retirement Plans, IRA

Connections Business Directory | Leaflet | © OpenStreetMap contributors

7770 Jefferson St NE, Suite 430 Albuquerque NM 87109 US

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Barbara Kline

Business Broker, Absolute Investment Realty

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