It's not too late to make
a retirement plan.

I help people simplify the process of investing, so they may pursue their financial goals.

- Michael R. Rose

brokercheck.finra.org

"More than a third of adults say they have not started saving for retirement yet... many of them over the age of 50."

*according to a national poll accompanying Bankrate’s monthly Financial Security Index.

More and more, people are working past retirement age to be able to cover basic living expenses when Social Security benefits are not enough. For many in Albuquerque, retirement planning can seem like a daunting goal that doesn’t seem realistic.

Retirement Planning Doesn't Have to Be Complicated

Even if you're over 50, it's not too late to make a plan!

At my office in Albuquerque, I guide my clients through the process of making a retirement plan with the goal of creating a financial future where they can retire comfortably. This process is fully transparent, so they always know where their money is situated. As an LPL Financial Planner, I have personally researched and built my portfolios using a forward-looking model. I actively manage my advisory accounts and make adjustments, as needed, based on current market conditions.

Client Testimonials

I would highly recommend Michael Rose to anyone looking for someone to handle their
financial and investing situation. I have been with Michael for almost 10 years. I appreciate
that we meet about three times a year and tweak my portfolio based on the current market.
He is also very proactive in letting me know if things are changing and need to be looked at.
I trust Michael with my portfolio without any reservations. -John S.

**This statement is a testimonial by a client of the financial professional as of 04/16/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

We are a senior couple who invested our retirement income with Mr. Rose. He has been
very accessible and direct with his recommendations for investments in our best interests,
taking into account our comfort risk level and longevity requirements. We consider Mr.
Rose to be entirely honest and trustworthy. He is patient, personable and answers our
questions in a way we can understand. To sum up, he is a great guy, and we consider him a
friend as well. -John and Jane G.

This statement is a testimonial by a client of the financial professional as of 04/13/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I have known Michael Rose for over seven years. After getting to know him and how he treated people, how he listened to my questions and my goals, I decided to entrust him with our retirement and to invest my wife’s and my IRAs based on our goals and our risk level, instead of some money managers who offer you a predetermined platform. I have been pleased with his professionalism during our review meetings. I’d recommend anyone to him. In fact, I have referred many friends and family members to him, and they all have been very happy with his service and expertise. I look forward to a long relationship with him and many good years of investing. -Jay W.

This statement is a testimonial by a client of the financial professional as of 10/22/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Schedule Your Complimentary Consultation

We'll go over your current finances and talk about how we can best help you.

We'll Make A Plan With You

We meet you where you are in your wealth management journey and help make a plan that's right for you.

Schedule a Complimentary Consultation Today!

Live Your Life, Worry Less.

We'll continue to work with you to execute your financial plan, so you can live more and worry less.

It's Time to Make a Plan

I'm Here To Help You Make a Financial Plan For Your Future

Many people don’t start saving for retirement because of a daunting fear of making mistakes and having to try to figure it out all alone. This fear wastes a valuable asset - time. With me and my team by your side, you are not alone. As an experienced financial professional who follows a fiduciary standard, it is my duty to act in the best interest of my clients, meaning I can only advise to buy and sell investments based on your best interests.

My strength as an LPL Financial Advisor comes from a long history of professional experience and training in the financial services industry. With my expertise and training, I help my clients define and pursue their financial goals.

- Michael R. Rose