The Personal Side of Wealth

The Personal Side of Wealth

AWARDS

Our Mission Statement

“To create an inspirational experience and deliver a level of service that consistently exceeds the expectations of our family of clients. We focus on the personal side of wealth, adding value to the relationship becoming a trusted resource through education and guidance.”

Why: We believe in delivering a personalized experience that will give confidence to our clients.

What: We provide advice to help you make appropriate choices through proactive communication, investment strategy, and financial planning.

How: By surrounding you with a team of financial specialists and a proactive system, we are prepared to handle any situation presented.

Trust Your Gut

In the first post of this series I talked about Marty Byrde and how to know if the advisor you’re with or interviewing is reputable. These days on a somewhat regular basis we watch the evening news or read an article about hard working people that have lost their life savings.

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How much money do you need to be happy?

Joseph D. Altic, CFP®, MBA | Wednesday, March 28, 2018

This is the title of an article I am currently reading. My thought before I even read one word was: “It’s going to be different for everyone, you can’t have a general number and try to group everyone into that rule of thumb.”

Where Would Joe Retire

Joseph D. Altic, CFP®, MBA | March 01, 2018

As I was doing research and looking at information on the new 2018 Tax Laws (which I’ve determined is quite boring) I came across an article in USA today titled Retiring in 2018?

Joe’s #1 Question in Client Meetings Lately

Joseph D. Altic, CFP®, MBA | February 06, 2018

The number one question over the past few months in client meetings we have received is: Will the market continue to go up? This is usually followed by a statement “boy it’s awfully high right now”.

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