
A discussion on stabilizing your future, retaining top talent, and maximizing your exit value.
Learn from industry experts on how to maximize the value of your business and scale to where you want to be.

Is what you want to happen what will actually happen in the event that your business partner passes away, is disabled or gets a divorce?

Using "Selective Benefits" like SERPs to tie key employees to your business without a company-wide payroll increase.

Learn about strategies to make your business "Buyer-Ready" for a family transition or third-party sale - including how to assist in the funding without 'giving it away'

Learn from Farmington's only Registered Social Security Analyst on tips to optimize social security filing as a business owner.
We will walk through four specific case studies—from partner buy-outs to 'Golden Handcuff' retention plans—showing you the exact legal and financial mechanics used.

Owner: Southwest Senior Advisors
Registered Social Security Analyst
Maquel followed Colton’s footsteps into the insurance world in 2019 and never looked back. Her passion lies in helping people find the products and solutions that best fit their lifestyle, goals, and needs. As a Registered Social Security Analyst, Maquel understands the complex workings of the Social Security Administration thus giving her a unique perspective for retirement planning and the implications that Social Security income has on individuals and couples. Maquel is also the proud mom of three little girls and a baby boy!

Technical Expert in Law and Finance
As the Director of Risk Management, Chuck focuses on growing opportunities to place life insurance, annuities and other insurance products inside a client’s overall financial strategy. He works with the Risk Management team and company leaders to create the forward looking strategy and implements those opportunities with the greatest likelihood of success. For the past 35 years, Chuck has worked for various insurance carriers and agencies leading their sales and marketing teams to new levels of success through creative and innovative approaches. When not at work, Chuck enjoys doing anything outdoors, especially in the mountains of Colorado and Montana.

Owner: Southwest Senior Advisors
While working in a career in healthcare Colton found himself wanting more. His personal drive and desire to make a difference led him to the field of insurance and to opening his own agency with his wife, Maquel. His father, grandfather and his closest friends are all business owners so Colton grew up understanding the difficulties business owners face. When presented with the opportunity to work with Brokers International and specializing in helping owners, he jumped on it and absorbed all of the information that he could. When he isn’t helping people with their business/insurance needs, Colton can be found outside, either hiking in the mountains with a fishing pole or riding his horses with his kids.

© 2026 Southwest Senior Advisors, LLC. - All Rights Reserved,
Call us at: 505-427-2244
Email us at: [email protected]
124 N Orchard Ave. Farmington, NM 87401