The Personal Side of Wealth

The Personal Side of Wealth


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.


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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