RESOURCES

Our resources are designed to inspire you to think and ask questions about wealth-planning and your financial goals. Take a look at our collection, and contact us to learn more about how we can help with your financial planning needs.

RESOURCES ON THE ENTREPRENEURIAL MINDSET:
EO Talk: The Entrepreneur's Opportunity Cost
Ali Nasser explains how and why entrepreneurs see risk differently than the rest of the world. Furthermore, he explains the concept of the Entrepreneur's Opportunity Cost TM and how the most successful business owners use it to change the way they make every future decision for their business and investments.
IC-DISC Podcast Featuring Ali Nasser
 
Ali is a featured guest of the March edition of the IC-DISC podcast. The podcast features the challenges business owners face, the biggest misconceptions people have about wealth, and includes some stories Ali has encountered while working with business owners over the past decade. 
COVID-19 RESOURCES:
Looking Ahead at the Next 90 Days
Have you thought about what your plan will be when the light goes green? For the last several weeks business owners have been tackling obstacles due to COVID-19, but at some point the world will reopen and it's critical to have a plan. This recorded webinar reviews the best personal planning opportunities for business owners in the current environment and market. 
Key Business & Tax Considerations with Briggs and Veselka 
 
Do you have questions about what you should be doing given the current
market environment? Briggs & Veselka CPAs and AltruVista recorded their town hall
webinar in which they discussed key business and tax considerations during COVID-19, giving an overview of what business owners should be doing, and looking for, during this time of uncertainty. Webinar recorded April 23rd, 2020.
Market Insights and Q&A with Dimensional Fund Advisors
 
Christian Newton (Regional Director, Dimensional Fund Advisors) and Ali
Nasser, CFP®, AEP® (CEO, AltruVista) discuss the current state of the financial
markets, providing a historical perspective on market declines during previous
world events and giving an overview of what business owners should be doing,
and looking for, during this time of volatility.
A Business Owner's Perspective on the Bear Market
 
This unprecedented time is undoubtedly leading to many questions from your business owner clients. Right now business owners across the world are working with the executive teams to ensure business continuity, but it’s important that they look at their personal balance sheet for opportunities as well (recorded April 9th, 2020)
Key Business & Legal Considerations with BoyarMiller Attorneys at Law
 
AltruVista and BoyarMiller teamed up for a virtual town hall discussion on April 16th, 2020. Matt Veech, Shareholder BoyarMiller, Chris Hanslik Firm Chairman BoyarMiller, and Ali Nasser, CEO AltruVista discuss key business and legal considerations during COVID-19.
Current Market Perspectives
 
AltruVista reviews the recent volatility in the financial markets and provides perspective on the events of the last few weeks (recorded March 18th, 2020)
ARTICLES:

What the COVID-19 Stimulus Bill Means for Business Owners

AltruVista, March 30, 2020

On Friday March 27th, President Trump signed a $2 trillion stimulus legislation to allocate funding to support the US economy through the COVID-19 pandemic...

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THE ALTRUVISTA DIFFERENCE:
AltruVista's 10th Anniversary
 
In the video, Ali Nasser reflects on the journey building AltruVista. Listen in as he reminiscences on the past, envisions the future, and takes a moment to celebrate the present. 
Our Process
 
AltruVista is an independent wealth-planning firm that caters to highly successful business owners. We match your life goals with strategic personal and business planning. Learn more about our process in the following video and follow along with Ali Nasser, principal of AltruVista.
COMPONENTS OF WEALTH WITH PURPOSE:
Difference In Independent Advice
At AltruVista, we put clients, not products, first. We help you crystallize your life goals, and then determine what strategies are best for achieving those goals. In the following video, Ali Nasser, principal of AltruVista, explains the value of independent wealth-planning advice.
Planning For The High-Net-Worth
 
Traditional wealth-planning is often segmented, with multiple advisors providing services independent of one another. Although the advisors may have the client’s best interests at heart, gaps can often exist between plans and strategies. Our Wealth With Purpose® planning process is designed to integrate those advisors to ensure alignment with your plan.
Asset Protection
When building a total wealth plan, it’s important to understand the basics of which assets are protected, and which are exposed. The benefits and tradeoffs of different types of assets will help you determine how best to plan for asset protection.
The Asset Allocation Vs. Asset Location
Asset allocation means diversifying your portfolio between major asset classes. Asset location involves positioning those investments into accounts with the most favorable tax treatment. Learn how strategic asset location reduces your tax liability, without increasing your overall portfolio risk.
Family Business Planning
 
70 to 80 percent of family-owned businesses will not make it through the second generation. Effective succession planning must take into account the unique dynamics of such businesses, including family personalities, ownership structure and management.
Best Assets For Accumulation & Distribution
When determining the best vehicle to position investment assets, it’s important to build a strategy based on your particular wealth goals. Accumulation and distribution will vary between different types of assets, but the “best” asset class will be one that aligns with your unique objectives and circumstances.
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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.

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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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