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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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Altruvista’s retirement planning services begin with our ability to ask you the right questions, and provide clear advice based on your goals.

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.

Depending on a client’s situation, our retirement planning focuses on one of two things:

  • The best way to accumulate enough assets to be comfortable in retirement.

  • How to effectively distribute your assets so taxes are minimized and you are protected against inflation and market risk.

Our Retirement Accumulation Planning process helps manage your cash flow to create a personalized wealth accumulation plan. The plan takes into consideration your savings goals and investment allocation, while also incorporating strategies for managing the key financial risks you face while saving for retirement.

Our Retirement Distribution Planning process creates a blueprint outlining how various income streams work together to meet your goals. The blueprint serves as a comprehensive income distribution plan built to address the key risks you may face throughout retirement.

OTHER AREAS OF FOCUS

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.

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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