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Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – approaching retirement – or just entered the workforce, please take a moment to explore our website and the wealth of information provided. We pride ourselves on our personalized, hands-on service model. We help educate our clients about financial concepts and products, taking the mystery out of investing, insurance, estate planning, and preserving wealth.


Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Investments

Bonds

Common Stock

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

UGMA/UTMA Accounts

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Annuities

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Medicare Advantage

Medicare Supplement 


Contact Us For more information.

We welcome the opportunity to speak with you.

sommer@Altrusinvestments.com  |  941-205-2000