Corporations | Small Businesses | Entrepreneurs | Professionals

Business

Dedicated to providing a comprehensive approach to your business financial needs

We’ll work with you to look at your business as a whole to ensure its financial stability, operating strength and long-term performance. In addition to our more traditional financial management capabilities, Altus offers other business-focused financial services such as complete business insurance protection and any situation that requires specialized coverage.

The Altus team has the knowledge, experience and financial capabilities to assist in understanding and protecting the financial well-being of your business.

As you navigate the day-to-day needs of running a business, you can trust the Altus team will be with you every step of the way to ensure that your business is protected and secure. With Altus, you have a partner to give you an important competitive advantage as your company changes, expands and grows.

Our team will work with you to

  • Understand your business’ short and long-term goals
  • Analyze insurance coverage and business risks
  • Suggest specialized policies to protect business financial stability
  • Understand employee benefit goals
  • Create a comprehensive employee benefits package
  • Provide ongoing service and support for retirement and 401(k) plans
  • Offer employee options for voluntary and supplemental health, long-term care, and disability insurance

Client:
Growing small business owner

Challenge:
Install a 401(k) and benefits plan to attract and retain strong employees

Approach:
Altus took a comprehensive look at entire employee benefits package including health care and supplemental benefits in addition to the retirement plan.  Our goal was to put together a complete benefits package for his employees.  Further, the owner’s personal needs were addressed.  A plan for personal investments, life insurance and long-term care was constructed.  Altus approached the challenge to cover the client’s complete business and life issues including solutions to problems that may arise for a business owner.

Result:
Provided an all-inclusive benefits package that included a 401(k) benefits plan.  Helped business with commercial building and professional liability insurance. Managed the personal needs of the client with life insurance, estate planning, and diversified investment strategies.

Client of John Reeder, Jr.

Partner, Altus Wealth Management

Services for Businesses include

  • Business Financial Planning
  • Comprehensive Company Insurance Coverage
  • Key-Person & Leadership Planning
  • Employee Benefit Programs
  • Group Health & Life Insurance
  • Tax Strategies
  • 401(k) Plans