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Find Financial Peace of Mind
In a world where financial worries often stay hidden, Jeff Altman is here to change that. Jeff's goal is to help people achieve true peace of mind by addressing financial fears directly. Instead of letting the anxiety of the unknown fester, Jeff encourages his clients to ask the right questions. He'll collaborate with you to craft a customized plan that reduces stress. Together, you'll turn financial uncertainties into a well-defined route to a secure and peaceful financial future.
What are the threats that can destroy, derail, and disrupt your quality of life and lifestyle in retirement?
- Taxes: Unexpected tax liabilities or changes in tax laws can significantly reduce retirement savings and income, impacting financial stability.
- Economic Volatility: Market fluctuations and economic downturns can affect investment returns, potentially diminishing retirement funds and causing financial insecurity.
- Aging Health Challenges: As people age, healthcare needs and costs typically increase, including expenses for chronic conditions, long-term care, and other medical services.
- Family Conflicts: Disputes or the need to support family members financially can create stress and strain retirement resources, disrupting plans and quality of life.
- Inflation: The rising cost of goods and services over time can erode the purchasing power of fixed retirement incomes, making it harder to maintain the same lifestyle.
- Longevity: Outliving retirement savings is a significant risk as people live longer, requiring careful planning to ensure funds last throughout one's lifetime.
- Personal Challenges: Personal issues such as loss of purpose, mental health struggles, or a lack of social connections can negatively affect overall well-being in retirement.
- Bad Decisions: Poor financial decisions, such as inadequate planning, risky investments, or overspending, can jeopardize financial security and retirement goals.
from these threats
Our Services
Experience.
Wisdom.
Success.
“My passion is simple, increase your wealth while protecting your Wealth at the same time for one critical objective…To fulfill and optimize your deep Personal goals, desires, and dreams”
Retirement Planning
Estate Planning
Retirement Income Planning
Longevity Planning
Tax Planning
Volatility Protection Planning
What matters to us... is you.
"Dreams of Building a legacy."
Clients say it best.
Real People
With Real Families
Who Need Real Help
"I trust him explicitly, he is very very thorough, and very very cautious with people money. He cares about their money as much or more than his own money."
About Altman Advisory Group
Welcome to Altman Advisory Group, where our goal is to empower you to Grow Wealth, Protect Wealth, Enjoy Wealth, Share Wealth, and Pass On Wealth. With over fifty years of experience, Jeff Altman brings a deep well of expertise in wealth accumulation, protection, and strategic planning. “My passion is straightforward: to increase your wealth while safeguarding it to meet your critical objectives—fulfilling and optimizing your deepest personal goals, desires, and dreams.”
Here at Altman Advisory Group, we recognize the challenges that can threaten your quality of life and retirement: Taxes, Inflation, Economic Volatility, Longevity, Aging Health Challenges, Personal and Family Conflicts, and the consequences of Poor Decisions. Our commitment is unwavering—to shield you from these risks through comprehensive Wealth Protection and Planning strategies grounded in Wisdom, Experience, and Success.
Our range of services includes Retirement Planning, Estate Planning, Income Planning, Longevity Planning, Tax Planning, Final Planning, and Volatility Protection Planning. We believe that Wealth Planning extends beyond mere financial security; it's about leveraging your wealth to lead a meaningful and purposeful life that aligns with your values, principles, mission, and personal milestones. Your financial journey is our privilege and primary focus at Altman Advisory Group.
Our Team
Jeff Altman
Jeff Altman
"It is all about you, your values, principals, mission, and your Life quest of personal achievements."