ALTIUS Financial

ALTIUS is a focused team of experts who take a personalized approach to each client.
Our financial planning philosophy is comprehensive, long-term, and time-tested.
At ALTIUS, you know, trust, and can relate to the team who is managing your money.

Our Podcast: Capitalize Your Fridays

We love engaging with our clients about finance and market outlooks. Below, you can find our bi-weekly podcast where we discuss these topics to increase financial education.

Latest episode: Travel Credit Card Tips & Tricks

LISTEN TO OUR PODCAST HERE

Thanks for attending our HSA Workshop!

ALTIUS wants to thank those who attended our recent workshop! Mike covered recent economic and geopolitical developments and updates to ALTIUS’ strategy. Our guest speaker, Gerry Hollis (Lively HSA), presented on how to better utilize your Health Savings Account (HSA).

Other Upcoming Events

Build

Your customized plan and investment strategy is built with a solid foundation by our experienced advisory team using our proven Empowered Future Program™.

Defend

Our portfolio models are designed to take advantage of your financial strengths and the opportunities in the market, while defending against downside threats and uncertainty.

Grow

We monitor your plan, identifying new opportunities based on knowing your situation, your goals and aspirations and how they mesh with current reality.

Learn more

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Learn More

Have a question or want our Financial News & Updates delivered to your inbox?

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ALTIUS is a focused team of experts who take a personalized approach to each client.Our financial planning philosophy is comprehensive, long-term, and time-tested.At ALTIUS, you know, trust, and can relate to the team who is managing your money.

Our Podcast: Capitalize Your Fridays

Thanks for attending our HSA Workshop!

Build

Defend

Grow

Preparation is the Key to Retirement

Retirement Accounts When You Change Your Job

Timing Your Retirement

Have a question or want our Financial News & Updates delivered to your inbox?

ALTIUS is a focused team of experts who take a personalized approach to each client.
Our financial planning philosophy is comprehensive, long-term, and time-tested.
At ALTIUS, you know, trust, and can relate to the team who is managing your money.