Legacy and Retirement planning

At Enchantment Financial, LLC...

…our goal is to educate and guide you as you prepare for the retirement and financial future you’ve worked so hard to achieve. We help you create a financial plan that alligns with your risk tolerance.

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About Us

Cyndi Bleicher | President and Founder

Cyndi began her career in the insurance industry in 2003, helping individuals and families protect their financial future through life insurance and annuity solutions. As her passion for helping retirees grew, she recognized the importance of understanding the complete financial picture. This led her to earn her Series 65 license in 2018, allowing her to provide guidance throughout every stage of retirement planning.

Today, Cyndi works closely with clients through the accumulation, preservation, and distribution phases of retirement. She believes that financial planning is about much more than products and services. Her focus is on building meaningful, long-term relationships and serving as a trusted resource for clients as they navigate important financial decisions.

Education and client empowerment are at the heart of Cyndi’s philosophy. She believes that informed clients are better equipped to make confident decisions and that education creates lasting relationships built on trust. Through regular reviews, client appreciation events, and ongoing communication, she remains dedicated to providing personalized attention and exceptional service. As a small business owner, she values the opportunity to work one-on-one with clients and maintain the personal connection that is so important to her practice.

Outside of work, Cyndi enjoys yoga, skiing, biking and hiking. She lives with her husband, they have two children, and their dog, Brewer.

Strategic Alliances

MICHAEL BINGER, CFA®

President, Gradient Investments, LLC

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KEITH GANGL, CFA®

Senior Portfolio Manager, Gradient Investments, LLC

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TYLER ELLEGARD, CFA®

Senior Portfolio Manager, Gradient Investments, LLC

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Our Services

Asset Allocation & Risk

We pride ourselves on providing retirement strategies to Albuquerque, NM and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.

Enhanced Planning

Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.

Empowering Women

The unique challenges women face when it comes to retirement can be puzzling. Understanding these challenges is key to overcoming them. Piece by piece, you can put together a retirement strategy that aligns with your goals — you just have to know how everything fits together. We can help empower you with knowledge about the issues women face and what you can do to make sure they don’t spoil your retirement.

Income Planning

Retirement income shouldn’t be a guessing game. At Enchantment Financial, LLC, we help you turn your savings into a steady, tax-efficient income stream through all three phases: accumulation, distribution, and preservation.

Social Security

Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.

Tax Strategies

One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.

Disclosure:

Enchantment Financial and Cyndi Bleicher do not provide legal, tax, or estate planning advice and you should consult the appropriate professional for such advice.

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Workshops

Pieces of the Future

Pieces of the Future

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