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How We Work

Our firm specializes in helping individuals develop a diversified portfolio and financial decision-making strategy. At ALTIUS, we offer personalized, hands-on service that caters to you and who you want to be in the future. We keep things transparent and educate our clients about the various financial concepts and products available. ALTIUS understands the many challenges of financial planning today and we know the biggest concern for many is outliving their money or not having enough to do the things they want to do. We provide you with a strong foundation for every aspect of financial planning where we build, defend, and grow your capital.


Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

While we don't sell products, as part of our Empowered Future Process, we do evaluate current risks, coverage and strategy regarding insurance programs, including:

Property & Casualty

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Liability Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (303) 584-9271