Best Financial Planners | Altus Wealth

Valuable Financial Advice That Is ...

Simple ~ Affordable ~ Accessible

--- No Minimums

--- No Giant Up-Front Planning Fees

--- No Products to Push or High Pressure Sales

ALTUS Wealth Solutions is a financial planning firm devoted to making personal financial services SIMPLE, AFFORDABLE and ACCESSIBLE to everyone.

Drive Your Money ... Drive Your Life

We believe that everybody can get more out of their money (and hence more out of their life) by taking control over their finances and using a more strategic approach. That means having a plan as well as a coach/advisor to guide you through the ups and downs of your financial life.

When you are in the drivers seat when it comes to your money ... your quality of life improves tremendously.

~ Simple

Having a clear understanding of where you are and where you want to be along with a road map of your financial life makes many of the choices much easier to make. For everything else, all you need is a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Coach expert you can trust for analysis and answers to your questions.

~ Affordable

We believe that everyone deserves access to professional, fiduciary advice and coaching when it comes to their money.

Getting started doesn’t have to be expensive. With our subscription model, you get access to a Wealth Coach for as little as $30 per month and full financial planning services starting at $50 per month.

~ Accessible

Save time and simplify. ALTUS Wealth Solutions has created powerful financial tools like the Cash Flow Hydrant™ that are easy to use, available when you need them and make concepts simple to understand. These tools are up and running quickly - no time wasted gathering data or steep learning curve to overcome.

We use the latest technology to give you 24x7 access to our world class financial tools. EMails and calls always get a live response within 12 hours - even on weekends and holidays.

FROM ALTUS WEALTH SOLUTIONS YOU CAN EXPECT:

• Great advice at a reasonable cost

• No minimum financial requirements

• No fancy or confusing language

• Meetings at your convenience

Call 805-476-0333 for your FREE Wealth Health Assessment - No Cost. No Obligation.

When you’re ready to GET CONTROL OVER YOUR MONEY so you know where it’s going... so you can have less stress and fewer financial worries... so you can be confident that you are making great choices with your money and getting the best value out of every dollar you spend... then TALK TO US.

ALTUS Wealth Solutions Primary Services:

Holistic Financial Planning (all encompassing - no product sales)
Alternative Investment Strategies
College Funding Solutions

When you’re ready for a relationship with a coach/advisor that is about helping you rather than selling you, then talk to us.

This is your chance to drive your money and drive your life to wherever you want to be.

You just need to GET STARTED...

Call 805-476-0333 for your FREE Wealth Health Assessment - No Cost. No Obligation.

ALTUS Wealth Solutions is a Registered Investment Advisory firm, registered with the State of California.  We adhere to the fiduciary standard of care (read the ALTUS Wealth Solutions Code of Ethics) - the highest ethical standard of care in any industry.

A Real Financial Planner Is ...

A Real Financial Planner is a coach more than anything - there to help you make smart choices with your money so you can have more, keep more and enjoy more of whatever is most important to you in life.

That's it.

Simply put - A Real Financial Planner will provide perspective, encouragement & advice as you navigate a very complicated (and often conflicted) financial world.

An ALTUS Wealth Solutions financial planner will talk straight and has no products to sell - just financial strategies that work. Here are the services we provide:

- Financial Planning for Business Owners and Entrepreneurs
- Alternative Investment Strategies
- College Funding Solutions

Call 805-476-0333 for your FREE Wealth Health Assessment - No Cost. No Obligation.

You will speak to a CERTIFIED FINANCIAL PLANNER™ professional within 24 hours (often right away). No screeners. No gatekeepers and no sales pitches ... You'll hear from a true financial expert who will answer your questions or direct you to resources that can help you out.

There are many things about personal finance that every person should know ... but few do. It's not your fault. This isn't taught in schools and the game is rigged to be to the advantage of an elite few who play by a different set of rules.

The media doesn't help. They promote myths and mis-information and give you every reason to support their advertisers. All of these people are not real financial planners. They are just financial salespeople who often offer financial planning services for "free" while they make their money on product sales. In the end, you're the one who pays. You pay by being hoodwinked into buying products you don't need and probably can't afford.

Call 805-476-0333 for your FREE Wealth Health Assessment - No Cost. No Obligation.

When you're ready for a relationship with a real financial planner that is about coaching you rather than selling you stuff, then talk to us. When you're ready to work with someone who is there to help and support you through good times and bad (like a good friend would do for you) - talk to us.

- We Have no Minimum Financial Requirements
- We Don't Hide Behind Lots of Fancy Language
- We Offer Great Advice at a Reasonable Cost

We know that when you win, we win ... and it feels really great to help another human reach their potential and do things that everyone else said could never be done.

Call 805-476-0333 for your FREE Wealth Health Assessment - No Cost. No Obligation.

ALTUS Wealth Solutions is a Registered Investment Advisory firm, registered with the State of California.  We adhere to a fiduciary standard of care (read the ALTUS Wealth Solutions Code of Ethics).