2475 Northwinds Parkway
Every effort is made to be sure that each member of our ideal client community has their “Financial House” in order. Altus Wealth Strategies offers Ten Commitments in the areas of Financial Planning, Tax Planning, Money Management, Estate Planning and Risk Management / Insurance Planning, all or some of which you may request of us.
We will create a comprehensive written financial plan and update it when your circumstances change.
It does no good to spend time thoughtfully planning and goal-setting if no further action takes place to accomplish those items. Sometimes we just need a little nudge to get us back on track. This can take place by email, a quick phone call, a note or by some other means. Depending on the outcome of the communication and importance of the goal, we may send you a written progress report. This simple report would show you the progress you are making toward the goals you have set for yourself.
Oversight is provided over all individuals who manage your investment assets to ensure that:
In-depth issues are reviewed with you to ensure any changes in your circumstances are reflected in a revision to your comprehensive plan.
Toward the end of each year we may, if requested by you, do income tax planning for you with two objectives in mind:
If requested by you, we will work with you to have a tax subject matter expert review your tax return each year before it is filed.
We can reach out to you to review your estate plan and have you update your plan if:
Once every five years we may propose that you have an estate planning review of your plan with the objective of:
We are happy to provide a referral to an estate planning specialist, if needed.
We may establish a specific funding plan for each goal you set and contact you proactively, prior to every goal date, to discuss the “game plan” for the accomplishment of each of your goals.