Paul K. Doak
Certified Financial Planner™ Practitioner
Financial Advisor

505-948-5686 Office | 505-681-7530 Cell | 505-217-3517 Fax
Outside Albuquerque Metro Area toll free: 1-877-222-8706

pauldoak@id-financial.com | www.id-financial.com
PO Box 94686, Albuquerque, NM 87199-4686



Estate Planning :

Working with your CPA and Attorney to ensure that your wishes are carried out after you have passed. A proper plan can help avoid probate of your estate and diminish taxes and fees, if applicable.

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