Alter and Enhance Your Life Plan
Financial Advice delivered through adaptation to a nonconventional world
See Altere Financial's article in the most recent issue of UpClose Magazine!
I work with clients to ensure they are able to live up to the financial promises they have made to themselves and to their families by integrating financial planning, investment management, and tax planning.
My time is committed to helping clients manage their entire financial life. The scope of this engagement is not limited to your investment allocation. I have designed a model that allows you to choose a level of service unique to your individual needs. I feel this provides more value to our clients instead of forcing you into a fee based asset management sold on performance and renaming it "Financial Planning Services". Your investment allocation is important, but more important are events that can severely impact your financial assets without proper longer-term financial planning outside of your investment portfolio.
Clients should have options when working with a financial firm, and I've designed a service model based on several years of consulting experience that can align your interests with my experience. You will know upfront the cost for services and I will work to make sure you fully understand the true value of our relationship.
During my initial consultation, I like to ask, how many hours went into your preparation, analysis and ultimate decision to implement your long term financial plan? I rarely get an in-depth answer, and that's ok. There is a reason you have decided to consider me as your partner.
I encourage your questions, and am excited to have you as my next client and partner.
I create strategies that are tailored to your needs and goals.
Years of experience has prepared me to guide you through your life transitions.
Trust. Honesty. Integrity. I believe transparency is imperative when working with a financial advisor.
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement