Services
Services Offered
Living Benefits
- Life Insurance
- Health Insurance
- LTC Plans
- College Savings Plans
- Tax Efficiency Planning
- Wealth Management
- 401k Rollovers
- IRAs(Traditional, Roth, SEP)
- Retirement Planning
- Buy-Sell Agreement
- Key Employee Pension Plans
- Estate Planning
- Will & Trust
- Notary Services


Testimonials
What's Our Client Say
Offer efficient mobile banking, accelerate transaction processing, and deliver personalized customer insights to build better customer relationships

The Loan Fund has made it possible for us to extend our concert series for more New Mexicans to enjoy, while also helping to support local artists…. We thank The Loan Fund for their support of our thriving local music scene
Mike Boolshit

I want to express my deepest gratitude! It was very important for me to get answers to all my questions. Thank you for your interest, openness, great feedback and, of course, professionalism! As part of the order, it was necessary to develop a financial plan for the implementation of the project in a short time. I want to note the comfort in interaction and the quality of the work performed! It was my pleasure to work with you!
Roan Richarson

Excellent specialist! Very quickly and clearly drafted a business plan! He quickly sorted out the questions of interest, explained everything very clearly and calmly and gave recommendations on how to develop his skills in this area. Thank you so much, I highly recommend this seller to everyone!
Clara Harrice
