Financial Planning Services

In Colorado Springs

Financial Planning

Everyone has some kind of goal for financial stability and security, whether those goals are near-term or far away still. Each money choice you make today has a reverberating effect throughout your life. As your assets grow and you begin to think about your long-term goals for your money, it makes sense to turn to a trusted expert for help with financial planning and investment management, since many of us cannot see the forest for the trees in our daily financial lives. Our financial planners provide financial services in Colorado Springs to be a part of your team as you decide what you want to focus on next and long-term—be it eliminating debt, investing in stocks and bonds, or making a big dream come true, like owning a second home.

What Will Our Financial Planners Do for You?

Long before you are considering purchasing other homes, you may need advice on how best to allocate your money to the various financial instruments available to you. With many options available, and all of them trying to sell you on their advantages, it can be helpful to have someone offer you clear-cut options. A financial planner or advisor is a person who, with expertise in financial management, helps you evaluate your own financial situation and make great decisions on a variety of topics, not just where to invest your money. They can offer advice on:

  • Retirement Saving
  • Debt Management
  • Budgeting
  • Investments
  • Tax Planning
  • Inheritance/Estate Management

Financial Planning is a Great Investment

Certainly, there are some tried-and-true tips that work well for people who are early on in their financial journey: everything from paying down debt to maximizing tax-advantaged retirement savings can help in one's early financial life. However, once you are experiencing complexity in your financial situation, be it through multiple sources of debt, unusual or intermittent income, or a wide variety of investment opportunities, a financial advisor or planner can be very helpful. An expert who can help you sift through your options and choose strategies that will lead to your end goals is a great choice once you have big choices to make.

Your Financial Plan with Altus Wealth Group

At Altus, we start with an in-depth conversation that we call discovery. A financial planner can do far more for you when they understand your goals, your values, and the financial landscape of your life so far. Our services offer you a much wider variety of valuable financial products when we are all on the same page about the situation. We don't judge past choices; our goals are to help you align your savings, investing, and spending with the goals you want to reach.

Why Start with a Plan?

Just as you wouldn't build a house without a blueprint, or go on a long trip without a roadmap or GPS, we don't believe in building an investment portfolio without a financial plan. What matters to you can help you not only make sound investment decisions today but also can help you know when it makes sense to diversify or switch to a different strategy. It may feel impossible to imagine 20 or 30 years from now on your own; your financial planner comes in at this point, helping you to realistically imagine the future and begin to make choices to get to that potential future.

Where You Stand

We start by taking stock of your current situation, including assets, liabilities, and income. We get acquainted with your values, family dynamics, and other intangibles in order to help us serve you as a person, not a number. People prioritize in their financial lives in very different ways, and the more we know about you, the more our financial planners can offer you the mix of high earning potential and long-term stability that will work best for you and your family.

Where You're Headed

Our advisors work with you to gain a clear understanding of what you'd like to accomplish. For most clients, this means translating financial success into security, freedom, and fulfillment. This can play out in a variety of ways: you may be focused specifically on living your dream retirement at this point, with the freedom to travel and spend time with those you love all over the world. You may be prioritizing educational savings so that your children can graduate from college, ready for their careers and without high amounts of debt. You also may be trying to work on your life's legacy, figuring out what the best and most valuable ways to donate to your favorite charities may be. No matter where you want to go, our financial planners want to help you believe in those dreams and choose the steps today that will get you to them.

How Our Financial Planners Will Get You There

Whatever your goals, our financial planners help you to align, protect, and grow your wealth in order to achieve them within your necessary timeframe. Using all the information you've provided about where you stand and where you're headed, we craft a custom plan or blueprint and help you implement it. Over time, we review your progress, make sure you remain on track, and help to make course corrections whenever needed. If your situation or goals change, you can be sure we'll be right there to help.

Financial Planning Services

Remember, we are more than just a place to turn when selecting your next investment strategy. Your financial planner can help you create a plan that will take you from your current financial situation to the places you want to go, and along the way, they are your guidepost, reminding you to stay on track with daily choices like budgeting and saving. Yes, a financial planner gives expert advice and can introduce you to an investment portfolio that works for you, but you can also see your advisor as a family guide, who will see the big picture of your family's finances and goals while offering you practical choices. Our financial planning services help you narrow down the options in a world of many complex financial products; you can trust your financial planner to aid you through the process.

Speak with a Financial Planner

Schedule a complimentary meeting with one of our financial planners in Colorado Springs, and discover how Altus Wealth Group can help you achieve your long-term financial goals.

Contact

  • Toll-Free:

    (888) 614-3577

  • E-Mail:
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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC,
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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