Santa Fe' Wealth Mgmt, Inc.

Today's investment climate offers unprecedented opportunities. At Santa Fe' Wealth Management, Inc our mission is to help clients take advantage of those opportunities by providing them with three key tools:



  1. A clear understanding of their financial goals
  2. A well-defined roadmap for achieving those goals
  3. Ongoing advice to help adjust their roadmap when their needs change


Our services cover all areas of Wealth Management, from Investment and Retirement Planning to Risk Management and Estate Conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your Wealth Management Planning, or for more information on Santa Fe' Wealth Management, please contact us today.  Thank you,

Donald Haskell,  President, CEO
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

More Newsletters →