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Intelligent Investing Inc.
Personalized Financial Planning with a Fiduciary Commitment to Your Future
5(5 reviews)
Business
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Personalized Financial Planning with a Fiduciary Commitment to Your Future
Intelligent Investing Inc. is a trusted financial advisory firm in Albuquerque, NM, led by expert advisor Dave. We specialize in creating customized retirement and investment plans for individuals and couples, regardless of net worth or financial knowledge. Our fiduciary approach ensures honest, transparent advice focused on your long-term goals. With a legal background and meticulous attention to detail, we help clients understand their options, manage finances confidently, and achieve financial security. Highly rated for professionalism, accessibility, and patient guidance.
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Customized strategies to help you retire with confidence, including detailed analysis of investments and income management.
Thorough review and management of your portfolio with a focus on long-term growth and risk assessment.
Personalized sessions to understand your financial situation, explore options, and create a workable plan.
Honest, unbiased advice with a legal background to ensure your best interests are always prioritized.
Regular check-ins to update your financial plan, adapt to changes, and keep you on track toward your goals.
We enjoy working with Dave, and appreciate his thorough, thoughtful and personal approach to financial management. He asked us the right questions to meet our personal needs. Then Dave gave us an explanation of the advantages and disadvantages of various choices. It's a pleasure working with him and we appreciate his valuable advice.
My wife and I have gone through several financial advisors as we searched for the right one to meet our needs. We found Dave and couldn't be happier. He's accessible, professional, and his rates are very reasonable. And most importantly, he's highly detailed. Dave has a legal background and isn't afraid to delve deep into the weeds, which we really appreciated. We cannot thank him enough for creating a workable and meticulous plan for our upcoming retirement.
I am a retired financial advisor and hired David to both give me a second opinion on my investments and retirement planning, and also to have in place a professional to assist my wife if I am temporarily incapacitated. I found David's work to be accurate, thorough, and delivered in a very professional and personable way. I would highly recommend David Hogans for your planning needs, and I feel comfortable knowing that he's familiar with our situation and can step in and advise my wife when and if needed. We will revisit our plan with David annually so he's kept in the loop.
Dave put together a retirement financial plan for me and my wife. We found our meetings with him very informative and productive. He helped us understand the best way to manage the finances so we can retire with confidence! We highly recommend Dave!
Dave is an expert in the field of finance who takes great care in helping his clients understand their financial situation as well as available options to ensure that their financial plan can be realized. He remains up to date on current financial issues and related legislation. He makes himself available for ALL questions and exhibits remarkable patience with even the newest financial neophyte. Dave is honest and trustworthy and genuinely cares about his clients. In particular, Dave works hard to teach each client how to manage their own finances and feel confident about making tough decisions. I highly recommend Dave as a fiduciary who will work with all clients, regardless of their net worth or knowledge base.
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