Focused on the unique financial and wealth management needs of women
We take the time to explain our recommendations in easy-to-understand language. You can feel at ease, confident that we have your best interests in mind and trust that your current and future financial needs will be met.
We’ll attend to your immediate needs, protect your financial assets and help you plan for future goals.
We’ll help you take stock of your situation to identify income sources and other financial assets and recommend ways to improve monthly cash flow or fund investments to achieve your goals. We can suggest ways to preserve and grow financial assets such as real estate or family trusts, and recommend tax strategies, retirement planning and insurance instruments to protect your family financially.
Our team will work with you to
- Understand your current financial situation
- Review pension, social security, 401(k) and IRA plans
- Inventory and value assets
- Prepare a comprehensive financial plan
- Suggest ways to preserve and grow financial assets
- Offer financial wellness advice
Woman after death of a spouse
During an emotionally challenging transition, assist the surviving spouse to develop short- and long-term financial plans
We work with the client to gather all relevant financial information. Focusing on her individual situation, Altus creates a detailed plan to address her financial needs and investment planning. We take whatever time is necessary to ensure that she is comfortable with the recommendations.
Client was able to establish a sound financial path. She was reassured that she was going to be OK and gained stability trusting in her partnership with Altus.