Plan for your Retirement - Call (505) 216-0838

Understanding Today's Financial Environment

I’m Peter Murphy, a Certified Financial Planner^TM in Santa Fe, NM. Individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is retirement planning, college savings, or estate planning strategy, my educational seminars and personalized services focus on your needs, wants, financial goals and objectives.

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Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Where You're At

We create financial strategies tailored to your goals

Where You Want To Be

We create financial strategies tailored to your goals

How You Get There

We create financial strategies tailored to your goals

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

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Still Unsure? We Can Help

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There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.