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).