Who We Are, and Why It Matters
Joseph’s Financial Services is a leading provider of financial solutions, dedicated to helping individuals, families, and businesses with planning for the future through trusted, personalized guidance in Retirement, Estate Planning, Life Insurance, and Medicare. Focused on excellence and integrity, we strive to create lasting value for our clients through tailored financial strategies.
Our mission is to empower our clients to make informed financial decisions and achieve financial independence. By building trusted relationships and delivering exceptional service, we aim to be the go-to resource for all your financial needs.
Joseph’s Financial is more than a financial services company — we’re a people-first movement. We envision a world where financial literacy is accessible, retirement is dignified, and insurance isn’t confusing, but empowering.
Our Services
Estate Planning
Estate planning ensures that your assets—such as your home, savings, investments, and personal belongings—are protected and distributed exactly as you intend. By clearly outlining your wishes through tools like wills, trusts, and powers of attorney, you can:
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Avoid Legal Delays and Costs: Prevent your family from facing lengthy and expensive probate proceedings.
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Minimize Taxes: Strategically reduce estate and inheritance taxes, preserving more of your wealth for your heirs.
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Ensure Guardianship: Designate trusted guardians for minor children or dependents.
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Provide Peace of Mind: Give your loved ones clarity and direction during a time of emotional difficulty.
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Plan for Incapacity: Appoint someone you trust to manage your affairs and make medical decisions if you're ever unable to do so.
Estate planning isn't just for the wealthy—it's a crucial step in protecting your legacy, securing your family's future, and making sure your values live on.
Protect What Matters Most
Retirement Services
We design personalized retirement strategies to help you enjoy your later years with confidence, financial security, and peace of mind. Our goal is to ensure that your income lasts, your lifestyle is protected, and your future remains in your control.
With our retirement planning services, you can:
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Create Reliable Income Streams that support your lifestyle without the fear of outliving your savings.
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Protect Your Assets from unexpected healthcare costs, inflation, and market volatility.
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Understand Your Options for Social Security, pensions, and investment withdrawals.
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Plan With Purpose so your retirement reflects your goals, values, and the life you’ve worked hard to build.
Whether you're nearing retirement or already enjoying it, we’ll help you navigate every step with clarity and confidence.
Confidence for the Road Ahead
Life Insurance
Life insurance is more than a policy—it’s a promise to your loved ones. From covering final expenses to replacing lost income and safeguarding your family’s financial future, life insurance is a smart, compassionate step toward lasting security.
With the right coverage, you can:
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Provide for Your Loved Ones in the event of your passing
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Cover Funeral and Final Expenses without burdening your family
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Replace Lost Income to help maintain your family's lifestyle
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Leave a Legacy or charitable gift that reflects your values
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Protect Business Interests through key person or buy-sell agreements
Whether you’re just getting started or reviewing existing coverage, we help you find the right policy to meet your needs and give you peace of mind.
Protection That Lasts
Medicare
We provide you with dependable coverage, trusted support, and the peace of mind that your medical needs are taken care of—now and in the future.
Our Medicare guidance helps you:
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Choose a plan that fits your health needs and budget
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Understand what’s covered and avoid unexpected costs
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Access a network of trusted doctors and pharmacies
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Stay informed about changes and options each year
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Get answers from a real person, not a call center
With personalized help every step of the way, you can feel confident that your healthcare is in good hands.
Coverage You Can Count On
What Clients Say
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The Team Behind Your Financial Confidence
Guided by Purpose. Grounded in Trust. At Joseph’s Financial, we believe that financial planning is personal. Our team works collaboratively—with integrity, empathy, and deep expertise—to guide families toward clarity, confidence, and peace of mind. We’re not just advisors; we’re people who care deeply about the legacy you want to build.
Amanda Maldonado
Amanda has been serving the community since 2001 with a background in Insurance and Real Estate. As an expert in the real estate market, Amanda shares expertise in residential, commercial, and investment arenas. As a local business owner of over 20 years, Amanda is passionate about protecting families, with focus in retirement planning, estate planning, insurance and healthcare.
Estate Planning Advisor
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Jake Joseph
Having been raised in New Mexico, Jake considers NM his home. He has been helping local families with estate planning, retirement planning, life insurance, and healthcare. Jake helps develop agents across the country, and is a featured speaker at major training events.
Jake works to provide effective and affordable options for each person he serves.
Founder
Veronica-Rae Bradley-Joseph
Veronica-Rae is a Native New Mexican who attended CNM and UNM. She has helped over 1,400 local families with their estate planning and end of life arrangements.
Veronica-Rae utilizes a full service retirement product platform to solve complex problems with simple and affordable tools.
Estate Planning Advisor
Faith Young
From the beautiful White Mountains of Arizona, Faith Young is the Executive Assistant known for her organized, can-do attitude and commitment to keeping things running smoothly.
Executive Assistant
Our Partners
Looking to explore your options?
Let’s Connect About Your Financial Future.
Whether you’re ready to take the next step in your financial journey or simply have questions, we’re here to help. Visit us in person, give us a call, or send us a message—we’re always happy to listen. At Joseph’s Financial, we believe that strong relationships start with a conversation. Share us your experience, goals, concerns, and dreams—and let’s work together to build a financial plan that gives you confidence in the future.
CONTACT
US
Tel. (505)900-1147
Fax. 505-560-7175
TELL US
(Your Feedback Matters)
VISIT
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2115 Golf Course Road Southeast
#104 Rio Rancho, New Mexico 87124,
United States