Altum Wealth Alliance

What is Financial Literacy and why is it important?

Financial literacy is the ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing.

When you are financially literate, you have the essential foundation for a smart relationship with money. This can help start a lifelong journey of learning about the financial aspects of your life. The earlier you start to become financially literate, the better off you’ll be because education is the key to a successful financial future.

If you are ready to work with a team who cares about helping you with your finances AND understand them, we are here for you. Head to our website today to get started! 

 

Clarity, Simplicity, and Transparency. 

It’s what drives our processes, our relationships with clients and our strategies. 

Experience the difference today - Head to our website today to schedule an appointment with one of our experienced advisors.
 

Financial health is an important part of your overall health.

When it comes to our health, we are very aware of the things that make us feel better - whether that’s eating quality food, exercising or getting good sleep. 

But oftentimes, it is overlooked at how much our financial health can affect our stress levels and our overall health as a human being. 

It’s time to start taking your financial health seriously, head to our website today to schedule your first appointment and start your journey to financial well-being.  

Anything in life worth having requires hard work and discipline. Choose your hard. 

At Altum Wealth, we truly believe that you get in life what you are ruthlessly committed to creating. 

But you don’t have to do it alone. Head to our website today to get started with our team! 
 

With it being an election year, it is likely that that is a large percentage of what you are seeing in the news and on social media platforms.

While there will be no political stances here, in the financial world, there are things that we look for when an election year rolls around. We wanted to share with you three common effects that an election year and the news cycle has on the stock market:

Market Volatility: Elections often lead to increased market volatility due to uncertainty about future policies.

Pre-Election Trends: Markets may react to polls and predictions, with stocks moving in response to perceived winners and their potential impact on business sectors.

Post-Election Reaction: Markets typically react strongly in the days following an election as the final results become clear and investors reassess their strategies based on the anticipated policy changes.

While none of this is a guarantee by any means, it is easy to look at trends from history to suggest that this is a likely scenario!

With that in mind, these are things that we are looking for and are prepared for when it comes to managing our clients portfolios, among other things! 

If you want a team who has their finger on the pulse and has your best interests in mind, head to our website today to get started! 

The most important step that you can take down the road to financial freedom is the first one. 

At Altum Wealth, we are with you from the first step all the way to the end - Head to our website today to schedule your first appointment! 
 

Make your retirement last. 

We all dream of the day when we can hang it up and retire from the workforce but a recent study from The Transamerica Center for Retirement Studies found that 55% of retirees are citing financial necessity as their reason to return to the workforce. 

Retirement is meant to be spent relaxing with loved ones doing the things you love, not worrying about money. 

Altum Wealth is here to set you up for just that. Head to our website today to get started! 

What services do we offer?

At Altum Wealth, our services are designed precisely to help you build, protect and extend your wealth, well-being, and legacy. Our services include:

Retirement Planning

Investment Planning

Estate Planning & Charitable Giving

Risk Management & Insurance

Cash Flow & Budgeting

Assistance to Loved Ones

We would love to support you and your family with your financial goals. Head to our website and connect with us today! 
 

Are you considering all the factors in your retirement plan? 

When it comes to retirement, it is imperative to ensure that you are planning for all the factors that could potentially affect your quality of life once you are retired. 

We are all aware of the obvious factors like food, rent/mortgage payments but are you considering the lesser known factors that could have a large impact on your life and finances? 

That’s where we come in! If you want to be sure that you are covering all of your bases when it comes to your retirement plan, head over to our website today to schedule your appointment! 

Altum Wealth’s Core Values:

Clarity - The why behind what we do. Where we are headed with our clients, the future is always clear.

Simplicity - We take complicated decisions, look at what’s feasible and provide straightforward and simple solutions.

Transparency - The behind Altum Wealth’s vision for our clients. Our clients have access to an open platform where all fees and options are discussed freely. 

We are a firm that is focused on you as the client and making your finances clear, simple and transparent. 

If you are ready for a client-first relationship with your financial advisor, head to our website today to schedule your first appointment! 
 

If we had one word to describe the relationship we have with our clients - Deep

From the beginning of your relationship with us, our goal is to build deep, long lasting relationships built on trust.

Isn’t it time for a better experience? Head to our website today to get started!

While none of us like to think about a time when a loved one or even ourselves passing, it is important to have a clear plan in place for when they day inevitably comes.

At Altum, we think it is vital for families to have open communication around their estate plans to provide clarity and transparency to prevent any misunderstandings, legal battles or conflicts in those times to come.

Altum Wealth is here to make sure that your estate plan is comprehensive, legally sound, and tailored to your specific needs and goals.

Head to our website today to get started.

It’s not magic. It’s doing the simple things right, consistently that leads to good results.

Just like anything else, finance follows the same concept.

Let us help you do the simple things right. Head to our website today to get started!

The retirement savings gap is a concern globally. A report by the World Economic Forum in 2020 estimated that the global retirement savings gap would reach $400 trillion by 2050, highlighting the need for effective financial planning.

That’s where we come in. We are here to help make sure that you can sail off into the sunset of your retirement and live out your dream retirement. Head to our website today to schedule your first appointment!

It starts and ends with YOU.

If you are ready to get started with a team that has your best interests as their focus, head to our website today to get started!

Everyone’s starting point is different but the first step for everyone is always the same - starting.

If you have questions or you are unclear of what your first step is or should be, head to our website today to schedule your first appointment and we will help you begin laying the groundwork for a financial plan that will help you reach your financial goals.

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Deep Relationships, Deep Trust, Deep Conversations, Deep Understanding

From day one with Altum Wealth Alliance, our goal is to help our clients by helping them have a deep understanding of their finances and develop deep trust with us so that they can feel confident that their money is working for them and helping them accomplish the goals that they have set in front of them.

Head to our website today to learn more about Altum Wealth and how we can support you in your financial goals.

Our core values are what set us apart.

We are a firm that is focused on you as the client and making your financial clear and as simple as possible through transparency along the way.

If you would like to work with a team that makes you their number one priority, head to our website or send us a message to get started!

With it being the New Year, it seems appropriate to reintroduce ourselves!

We are Altum Wealth Alliance.

We are a client-first, truly comprehensive wealth planning and investment management firm committed to your overall success, the result: an uncompromised focus on you.

If you are ready to work with a team who has your best interest in mind, head to our website today to get started!

Surprises can happen in both directions.

It is important to be prepared for all seasons of life: whether that’s a time of prosperity or a sudden downturn that we need to have funds available.

At Altum Wealth, we are here to help you be prepared for any and all situations life can bring.

Head to our website today to get started!

2024 is here and now is as good a time as ever to get started down the path to financial freedom.

Head to our website today to schedule your first appointment to get started!

We’ve all heard the quote “money doesn’t buy happiness” and we believe that wholeheartedly.

Money is a tool and provides options but at the end of the day, we have to decide what options it provides by how we strategize with it.

We want our clients to have as many options as possible and help our clients do the things that they want.

Head to our website today to get started with us!

“We weren’t taught that in college..”

We have all been there (or you are currently there). You get out of school and you realize there is a lot more to this finance game than we originally thought. Things like taxes, budgeting, and investing all seem like a foreign language when you get out of school and if no one teaches you those things, you can go your whole life feeling like you are in the dark.

That’s where we come in. We are here to take the mystery away from finances and bring clarity.

Head to our website today to schedule your first consultation and start down the road to financial success.

Life comes at you fast.

Are you prepared for tomorrow’s unexpected events that could derail your financial goals? Things like market volatility, inflation, and unexpected health issues can all lead to strain on your finances.

At Altum Wealth, we are committed to helping you feel the most prepared for all of the ups and downs that life can throw at you.

Head to our website today to schedule your initial appointment!

The end of year is quickly approaching us and as we head into this time of year, we wanted to give you three things that you can do to set yourself up for success heading into the holiday season and the new year!

1.) Review Your Budget and Financial Goals: Evaluate your current budget and assess how well you’ve stuck to it throughout the year.

2.) Debt Review: Summarize your outstanding debts, including credit cards, loans, and mortgages and develop a plan to pay off high-interest debts.

3.) Set Financial Resolutions: Start establishing financial goals and resolutions for the upcoming year now so that you have time to implement the plan and be ready to rock and roll come 2024.

Of course, if you need any help with any of these three objectives, we are here to help you every step of the way! Head to our website today to set up your first appointment!

Successful financial planning requires a plan, discipline and patience.

We are here to help you execute the plan, hold you accountable to your discipline and help you stay the course even when it is not as fast or direct as you hoped it would be.

Head to our website today to get started.

56 Days left in the year.

It’s hard to believe that 2023 is already almost over. With that in mind, there is still time to make meaningful changes to your finances before the end of the year is up.

With that in mind, we wanted to reintroduce ourselves. We are Altum Wealth. We are a client-first, truly comprehensive wealth planning and investment management firm committed to your overall success.

We would love to see you make the rest of this year successful. Head to our website today to get started.