Wealth Management using Tactical and Strategic Solutions
Services Offered:
Investment Portfolio Management *
Financial Planning *
Current Clients Click Here To Access your Brokerage Accounts
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Osaic Wealth, Inc.
Brian D. Knight
Financial Advisor
3849 Pitt Street NE
Albuquerque,
NM
87111-3518
Phone:
- 505-323-9177
Fax:
- 505-323-9375
E-mail:
Newsletters
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Car Affordability
How much can you afford to pay for a car?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.