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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 understand your best investment is your business.

BUSINESS OWNERS

We understand your best investment is your business. Our planning process is specifically designed to help enhance the value of your existing and future success.

The Problem with Traditional Planning

Traditional wealth-planning involves multiple tax, legal and financial advisors working on isolated projects, leaving the business owner with the responsibility of seeing the total plan through completion. Each advisor may have the business owner’s best interests at heart, but without a unified strategy, significant planning gaps may exist and become the catalyst for lost time and lost money.

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The AltruVista Difference

  • We bring your various advisors together to help them understand your financial plan and develop a single voice that speaks to the details of your financial picture.

  • Before discussing any specific strategies, we help you clearly define what you want to accomplish, so your objectives dictate the plan, not vice versa.

  • We take the time to educate you on your options, helping you simplify complex concepts, and empowering you to take action on goals.

  • We quarterback the implementation process, and help you execute the overall plan.

Contact us today to learn more about our wealth planning services for your business.

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.

Athletes

 

Professional athletes offer a unique challenge to wealth planners. Without a plan or long-term retirement strategy in place, the transition out of a professional sports career can be financially devastating. This is a unique challenge we at AltruVista can assist with.

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