Resources 2018-09-06T17:20:15+00:00

Ongoing Events

  • Quality Life Planning Workshop
    First Thursday of every month @ ABQ Office, 6:00 – 8:30 PM.
    6000 Uptown Blvd NE, Suite 100, Albuquerque, NM 87110
    Call 505-503-1772 to RSVP.
  • Client Market Trends Update
    Second Monday of every month.
    Conference call open to all clients, 9:00 – 9:30 AM PST.
    Call 858-GATEWAY (858-428-3929) for dial-in information.

Books and Articles

quality-life-plan-ebook image
Quality Life Planning™, Take the If Out of Life & Learn to Live, book by Shane Westhoelter.
Your Quality Life Plan™ focuses on your life goals, your values, and your desired way of life. It takes into consideration not just accumulating enough money to last your whole life, but also how you want to enjoy your life along the way.

We are pleased to offer you a complimentary copy of “Quality Live Planning,” valued at $29.95.

Download
Try to Avoid Using the ‘R’ Word“, article by Shane Westhoelter.
The word “retirement” has so many negative connotations that it’s time to put forth a more positive vision for the time when clients are no longer in the workforce.

Read Article
personal life pyramid-Shane2016

Video Library

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