Welcome to Altus! We believe that making solid financial decisions does not have to be confusing. As such, we provide strategies that help you make the most of your money and achieve more of your financial goals. You'll find a wealth of information here in the form of newsletter articles, calculators, and research reports.
Our mission is to help clients take advantage of today's opportunities. As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
We hope your visit will help you understand the opportunities that are available to you when you take a proactive approach to your personal financial situation. This website is a tool to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, We want to help you learn more about who we are, and to give you fast, easy access to performance and data.
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We focus on helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer informational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing.
If you have any questions or want to schedule a complimentary meeting to discuss Altus or financial planning, please contact us today!
Newsletters
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HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.
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HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
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ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Car Affordability
How much can you afford to pay for a car?