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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and we believe this provides increased benefits to our clients

Meet Our Team

<span>Ken and Courtney</span>

Ken and Courtney

Ken and Courtney Bowers are licensed representatives and have been working with individuals and businesses for over twenty-five years. They both have extensive personal and professional experience.

At Lifetime Retirement Strategies, we are dedicated to developing lasting relationships with all our clients and believe in helping you assess your financial goals and participating in the management of your finances.

One of the benefits of working with Ken and Courtney is their ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.

At Lifetime Retirement Strategies, we look forward to using our knowledge and experience to help you pursue your financial goals.

<span>Devan DeHoff</span>

Devan DeHoff

Devan DeHoff has been the CPA for our clients for over 20 years. He has both taught accountancy at our local university CNM and practiced his craft in real world applications as he is an owner of 5 Anytime Fitness’ here in New Mexico. His understanding of complex tax issues for both businesses, trusts and personal taxes is considerable.

<span>Brett and Sandy Adams</span>

Brett and Sandy Adams

Following in his fathers footsteps Brett Adams has been around the insurance world of Life, Annuities, Long Term Care for most of his life, for the past 10 years he has teamed up with his wife Sandy in helping our clients find companies that best represent our clients insurance needs.

<span>Ben Everson</span>

Ben Everson

Ben is the newest member of our team and brings an expertise in Medicare Supplement and Group Health programs that our clients find very valuable. Ben is appointed with most NM approved Medicare companies. He can review the 30+ Advantage plans guiding you to the most beneficial plan you deserve.  His review service is at no obligation and should you decide to stay with the plan you're on you also have no obligation to Ben.  He can also help with Medicaid, final expense insurance and most healthcare questions.  For business owners looking to offer employees additional benefits/insurance, Ben can assist with that also.

<span>David and Jennifer Finlayson</span>

David and Jennifer Finlayson

David and Jennifer are some of our most valued team members. We’ve worked with David and Jennifer since the beginning of their career (20+ years ago) and our clients genuinely appreciate how they can take complex wills, trusts, revocable living trusts etc. and teach our clients layman’s terms using Hershey Kisses on a conference table. Since these documents, especially power of attorney for finance, cross paths with making sure that under any circumstances our clients are protected, we work very closely with his firm. David meets our clients in our office conference room, Courtney and I are present if our clients so desire. His firm waives any initial conference fee for our clients, and we are truly grateful for their expertise.

Darla Romero

Darla Romero

As a certified senior advisor, Darla has over 10 years of experience working with seniors and their families. Five years with hospice and five years helping families find the right living options for their loved ones. As a senior housing advisor, Darla thoroughly enjoys working directly with families to help them find the perfect senior care home no matter what the situation may be. Whether the need is an independent living, assisted living, or memory care, she can provide you with several options to choose from. Darla loves working with seniors and believes they deserve to maintain the highest quality of life for as long as possible. Her expertise in the area allows her to work with various families using an in-depth approach to figure out each person’s unique situation. She is committed to serving families throughout the entire process of finding senior housing for their loved ones.

Jenny Haines

Jenny Haines

We finally have the assistant we’ve needed for some time. Courtney and I have known Jenny and her family for the past 8 years. She had her own cleaning business and would regularly take care of our home and our pups when we needed to leave town. Jenny passed her NM real estate license, just before the pandemic (tough timing) and, now that we have the pandemic behind us, we asked her to come work with us and couldn’t be happier about it. Jenny is a great single mother of Kyler (21) and
Alexys (15), she is honest, trustworthy, dependable and a quick study. Courtney and I are very happy to have her in our lives and now in yours.

Darla Romero, Devan DeHoff, Brett Adams, Sandy Adams, Ben Everson, David Finlayson and Jennifer Finlayson are not affiliated with United Planners, and do not provide securities or advisory services. United Planners and its representatives do not provide tax or legal services.