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AltruVista Offices

3555 Timmons Lane, Suite 915

Houston, TX 77027

Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.

AltruVista is credentialed by the Certified Financial Planner Board of Standards, Inc., the recognized standard of excellence for competent and ethical personal financial planning.

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©2016 AltruVista LLC. All rights reserved.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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We offer a comprehensive, wealth-planning experience uniquely designed by and for professional athletes.

ATHLETES

The career cycle of a professional athlete is almost the opposite of a successful business owner. Cash flow and earnings can peak early in the life of an athlete, but without a plan or long-term retirement strategy in place, the post-career transition out of professional sports can be financially devastating.

We understand the unique life cycle of an athlete and have created a customized planning process called The Sport of Life™ to help empower athletes.

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  • We take the time to educate you on your options.

  • Our unique cash flow management process will help you track your spending and save more of your income.

  • We help you set goals before discussing any specific products or strategies.

  • We bring your key advisors and family members together to help them understand your overall financial strategy and develop one plan you can commit to.

  • Our transition plan addresses the key financial and mental issues facing retiring athletes and incorporates personality testing and skills assessment to help athletes answer the question: “What’s next?”

Personalized planning is key for a high-net-worth athlete who has done little or no financial planning and may not understand cash flow management - or why they should even invest. We take a look at an athlete’s finances and identify gaps that will potentially lead to financial disaster. If an athlete has relied on a family member or friend to help with their financial decisions, we can integrate that person into the planning process to ensure everyone is working together.

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OTHER AREAS OF FOCUS

Retirement Planning

 

When it comes to retirement planning, we believe the value of a financial advisor is their ability to ask you the right questions. And just like all of our financial services, our retirement planning processes are based on your answers to those questions.

Business Owners

 

AltruVista creates a comprehensive wealth-planning experience uniquely designed by, and for, highly successful business owners. A process that provides clarity and confidence over your businesses' total financial picture.

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