Altus Wealth Strategies, Inc.

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

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(770) 688-8000Call Visit WebsiteVisit Website Map & DirectionsDirections11535 Park Woods Cir Ste EAlpharetta, GA 30005 Write a ReviewWrite Review

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Mon - Fri:	8:30 am - 5:00 pm

Places Near Alpharetta with Financial Planners

Crabapple (10 miles)
Duluth (11 miles)
Roswell (12 miles)
Norcross (14 miles)

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Other Link: http://www.altuswealthstrategies.com
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Insurance, Investments, Mortgages, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (770) 688-8000

Address: 11535 Park Woods Cir Ste E, Alpharetta, GA 30005

Website: http://www.altuswealthstrategies.com

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Altus Wealth Strategies, Inc.

Tax Planning
While most people, even savvy business owners, may think they know all they need to know about income tax planning tools, they don’t. It is our goal with this website to educate people on “all” of the available tools so informed decisions about which tools will work best can be made.
Roth IRA
Roth IRAs and 401(k) Plans —there are after-tax versions of the deductible kind where the money is allowed to grow-tax-free and come out tax-free.
Income Tax
If your children do not blow it all at once (and don’t forget there will be income taxes due on that money and potentially estate tax penalties), maybe they will slowly burn through it over a several-year period by taking trips around the world, buying expensive cars, throwing lavish parties and, otherwise, living well above their normal standard of living. Heck, why would they want to use that money for their grandkid’s education when they can buy a new SUV to drive around in or schedule a month-long trip to Europe?

Mutual Funds
Bucket #2 has more options. Some advisors may use bonds (although buying bonds in a rising interest rate environment can be problematic), some advisors will use an asset allocated blend of bonds and stocks/mutual funds in a mix to meet a certain risk profile, and some will lean on tactically managed strategies to lower risk and generate the expected returns.
Bonds

Financial Planning
Our comprehensive platform starts with making sure clients have an asset protection plan in place. Then we tackle estate and financial planning and for business...
Retirement Planning
Reaching your retirement planning goals is much easier when using tax efficient strategies. We use a simple online worksheet that lets people quickly determine how...
Annuities
412(e)3 Defined Benefit Plans—these plans are fully insured plans using annuities and/or life insurance. The deductions are typically larger than traditional DB Plans, but they are even less flexible. Click here to learn more.
Long Term Care
Look at the following statistics. If they don’t scare you into taking a long look at obtaining some kind of long-term care insurance (LTCI), nothing will.
Mortgage Refinancing
Asset Protection
Classic “asset protection” is the concept of protecting your personal assets from lawsuits. Lawsuits that are most typical are “ negligence ” suits. A negligence lawsuit can arise when someone does something (intentionally or inadvertently) that causes harm to a third party or their property.

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