High Net Worth Doctor

HIGH NET WORTH DOCTOR

Financial planning creates time for living.

Don and Cathy had concerns about their life insurance, sufficient assets to retire with, investment choices, and how to handle their 403b and 401k. We made recommendations to restructure the insurance, projected their retirement spending and giving, realigned their investments, and helped them choose the best plan for their future. Now they are happy, healthy, and enjoying being grandparents to three busy boys.

Let Us Help You Get on Track with Your Finances

Jenny Migdal, CFP®, CKA®
Senior Advisor and Chief Impact Officer,
Cove Wealth Management
(formerly Forthright Financial Planning, LLC)
2125 Wyoming Blvd NE | Albuquerque, NM 87112
CONTACT US

Cove Wealth Management, Inc. (formerly Forthright Financial Planning, LLC) is a registered investment advisor with the states of New Mexico and Texas. As such, it is registered to transact business with and provide investment advice to residents of New Mexico and Texas. Only general information on available products and services is available through this website. In addition, it adheres to the de minimis requirements of other states for out-of-state clients.