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Keith Jordan, Financial Planner at Capital Strategies

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Albuquerque, NM
Keith Jordan, Financial Planner at Capital Strategies

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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.

11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

10/31/2026

Wishing you a day filled with fun, laughter, and a few sweet treats. 🎃🍬

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

09/28/2026

Protect your business and shape your future. I can help.

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.

Address

Albuquerque, NM
87109

Telephone

+15053060919

Website

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