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Keith Jordan, Financial Planner at Capital Strategies

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Albuquerque, NM
Keith Jordan, Financial Planner at Capital Strategies

Preparing for that next step in life isn’t always easy. Contact me to discuss your financial future.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. For information about my licenses please navigate to: http://www.csomtx.com/licensing

I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 317 Grace Lane,Suite 250, Austin, TX 78746
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.

09/20/2026

May this Yom Kippur bring peace, reflection, and renewal.

09/14/2026

September is Life Insurance Awareness Month — a reminder that for business
owners, life insurance can help protect more than just loved ones. It can also play a role in supporting business continuity, succession planning, and financial stability if the unexpected happens. Let’s connect.

09/11/2026

Wishing you and your loved ones a sweet, happy, and healthy Rosh Hashanah.

09/07/2026

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

07/20/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.

07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

Address

Albuquerque, NM
87109

Telephone

+15053060919

Website

facebook.com

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