Jose V. Sanchez, A Flat Fee Certified Financial Planner Professional in Albuquerque New Mexico

"Mr Jose Sanchez is a very enthusiastic and knowledgeable young man. He took the time to help me better understand the investment plans I have. He also helped me to understand decisions I should make in planning for my future. He was focused insuring my better understanding of what is the possibility years down the road. I feel so much better now after Mr. Sanchez explained my investments. Thank you, Mary Sanchez"

"What a fantastic job Jose did presenting as a speaker to our community. His message and content were immensely valuable. I am confident our retirees were educated and inspired on his topic of Longevity and Critical Junctures. Job Well done Jose, I can’t thank you enough."

"I had a wonderful experience with Jose. He is very professional and thorough with his work. He went above and beyond to make sure that I was set up well and worked with my budget to make it happen. I would recommend him to anyone looking for some insight into their portfolio and a plan for their future."

"Jose and I had a few calls and zoom meetings. He helped me understand my pension benefits and in making an informed decision. He also provided a detailed explanation of my taxes and how it relates to future retirement planning goals."

"Jose and I had several calls and zoom meetings. He keeps me on track providing excellent follow-through on next steps. In addition, he is very personable and responsive. Advice and guidance were related to general financial planning but is also comprehensive. For example, his knowledge and guidance on spousal benefits from Social Security and income planning are a few services I found extremely valuable. I believe I would not have received such a detailed review and level of service from anyone else. Great service; great guy!"