Altmeyer Financial Group

More Info

Giving You a Better Outcome for Your Income

General Info

We are dedicated to helping you build a solid foundation on which you can build your retirement. Whether you are planning visits to sunny Hawaii or want to spend your days enjoying your grandchildren, we can help you do that! We will build you a retirement foundation that is costeffective, hassle-free, timely and accurate. We will only make recommendations after we understand your goals, your time horizon, your tolerance for risk, your income needs, and all your current resources such as assets, liabilities and current and future sources of income. We believe there is a better way to achieve financial independence, produce a lifetime of family cash flow and find peace of mind!! People have been led to believe the only way to save for retirement is through exposure to risk. Here at Altmeyer Financial Group, we believe that there is a time and place for taking risks. We are responsible to you as our client and not any one specific company. This allows us to maintain our integrity and reputation. Since Altmeyer Financial Group is independently owned, we leave the client to ultimately decide their best course of action. We help clients recognize potential risks and create an action plan to meet those risks head on. We specialize in working with business owners, professionals, pre-retirees and those already in retirement. Our clients appreciate quality education and place a high value on organization and proper planning. Growing wealth is one thing – turning it into future income the right way is our specialty!! We educate our clients on facing their biggest retirement challenges and identifying their greatest opportunities. Clients become educated on how to leverage tax codes and privatized banking strategies to their advantage. Clients learn how to avoid paying unnecessary taxes and excessive fees and how to avoid market losses.

Extra Phones

Fax: (509) 535-4960

Services/Products

Life, Health, Disability, Long Term Care Insurance Property and Casualty Insurance Securities (Stocks, Bonds, Mutual Funds)

Location

Davenport Tower 111 South Post Street Penthouse Suite (PH), Suite 2240 Spokane, WA 99201

Associations

David Altmeyer, Certified Financial Educator,CFEd Jonathan Altmeyer, Series 7 and 63

Other Link

http://www.altmeyerfinancial.com

Categories

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Services, Retirement Planning Services

Reviews

Details

Phone: (509) 455-7888

Address: 111 S Post St Ste 2240, Spokane, WA 99201

Website: http://www.altmeyerfinancial.com