Our Mission
To help business owners and families attain holistic financial planning, by combining our partner networks of Tax Attorneys, Investment Advisors, and Insurance Professionals. We treat everyone our clients like our extended family members to make sure the relationships that we build from day one is based on trust and integrity.
What We Do
Create Cash Flow
Using our alliances our first mission is to create cashflow for you. Our goal is to minimize your out of pocket contribution.
Protect Your Assets
Insurance-based solutions have an important role in mitigating the financial impact of critical illness, our holistic planning approach makes protects our clients from unforeseen catastrophes.
Asset Accumulation
Whether it is to grow your business, for retirement, or build a legacy. Altus believes that business owners should build a conservative foundation. With our unique approach, we can structure a tax free savings.
Why Us
Our unique approach to wealth creation is different from other insurance planning firms. First and foremost, our goal is to create cashflow for clients when possible. We understand that most business owners either reinvest everything into their business or like to keep holding on their liquid assets for different opportunities. We do this using our network of Tax Planning Attorney’s, Mortgage Professionals, merchant solutions and business & commercial Insurance.
We also believe in not having a holistic approach bringing together many professionals under one roof. Our team includes:
- Certified Tax Master®
- Tax Planning Attorney
- Tax Audit Attorney
- Business Planning Attorney
- Estate Planning Attorney
- JD- Juris Doctorate
- CPA-Certified Public Accountant
- MSA-Master of Science in Accounting
- MST-Master of Science Taxation
- EA- Enrolled Agents
- Charted Life Underwriter®
- Life Settlement Brokers
- Annuity Specialist
- Property & Casualty Specialist
Altus Giving Back
One of our core philosophies is serving the community around us, by having our financial professionals and staff donate time to help the community. Or donating some of our revenue to the charities and non profit origination’s that help build our community.
