Postcards from Paris

Brandon was featured on the front page of the Courier on June 24, 2017 talking about how he uses financial planning to help our clients achieve their retirement dreams. Here's the lead:

If your retirement dream is to sip a French roast coffee and savor a baguette from a sidewalk shop on the Champ Elysees peering at the Eiffel Tower, Brandon Montoya would welcome a postcard.

The independent financial planner and owner of Montoya Wealth Management in Prescott is a believer that retirement offers limitless possibilities for even the not-so-wealthy — be a European vacation or buying a getaway cottage to entertain grandchildren. All it takes is blending one’s long-term goals with proper money management, he said. 

Read the rest of the article here.

We're really proud to be recognized for the work we do helping our clients live well and grateful to the reporter, Nancy Hutson, for doing such a great job on the story. Thanks Nancy!