Our Process
Access Wealth Strategies - 🏆 Financial Planner1 in Artesia, NM | Access Wealth Strategies
Personalized Financial Planning1 Rooted in Experience and Local Trust
If you're searching for a financial planner1 in Artesia, NM, you’ve come to the right place. At Access Wealth Strategies, we offer personalized, fee-based financial planning1 for individuals, families, and business owners who want long-term confidence and clarity with their money.
Led by Nathan Sebesta, CFP®, CLU®, ChFC®, RICP®, CAP®, AEP®, our team is committed to helping you simplify your finances, reduce stress, and take control of your future.
💼 Our Financial Planning Services1
We help Artesia clients with:
Retirement Planning
Maximize your income, Social Security, and savings so you can retire confidently.Investment Management
Custom-built portfolios based on your risk tolerance and long-term goals.Insurance Planning
Life, disability, and long-term care insurance strategies to protect your family and income.401(k) & IRA Rollovers
Navigate workplace retirement options and transitions with clarity.
When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer’s plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal. Please consult a tax advisor before withdrawing funds.
Estate & Legacy Planning
Work alongside your attorney or CPA to ensure your wealth transfers smoothly and tax-efficiently.Business & Employee Benefits
Retirement plans, executive benefits, and insurance strategies for small business owners in Artesia.
Why Clients in Artesia Choose Us
✅ Local & Accessible – Based in the heart of Artesia, we proudly serve clients in-person and virtually.
✅ Highly Credentialed – Nathan Sebesta holds multiple designations including CFP®, CLU®, ChFC®, RICP®, CAP®, and AEP® — credentials you won’t find elsewhere in Artesia.
✅ Fiduciary Mindset – Is a financial firm, offering fee-based financial planning1. Our advice is always in your best interest.
✅ Holistic Approach – We go beyond investments and look at your full financial picture.
📍 Visit Us in Artesia
Access Wealth Strategies
212 W Main St, STE B
Artesia, NM 88210
📞 575-746-9897
Schedule your no-cost, no-pressure consultation today and see how we can help you build wealth, reduce risk, and gain clarity with your money.
📈 Ready to Get Started?
Let’s create a plan that works for you. Whether you're getting close to retirement, navigating a career change, or just want to feel more confident with your money — we’re here to help.
1Financial planner offering fee-based financial planning offered through Eagle Strategies LLC, A Registered Investment Advisor.
👉 Schedule Your Consultation Here is a link to my calendar:
Step 1: Review
Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.
Step 2: Analyze
Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.
Step 3: Develop
Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.
Step 4: Coordinate
Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.
Step 5: Implement
We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.
Step 6: Summary
Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.
Neither Access Wealth Strategies nor its agents offer legal, tax or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.
“Imagine driving across the bridge over the Hoover Dam, and it’s very wide, there’s no traffic, and it’s a perfectly clear day. Would you feel comfortable driving 100 miles an hour if I gave you a bunch of money? Most people will say yes. Now what if I take the barrier walls off the bridge, and it’s a 10,000 foot drop down? Most people will start freaking out, and would slow down to 5 miles an hour. The reality of the situation is that the overall risk is very high. If you have a crash going 100 miles an hour, you’re going to be seriously hurt regardless of if that barrier wall is there. A lot of people have a misunderstanding of what risk really is.”
OUR LOCATION
Artesia Office
212 West Main Street
Artesia, NM, 88210
