Our Services

iStock_000011590112MediumWe have a relationship with Cambridge Investment Research, Inc. (Cambridge), one of the most respected independent broker/dealers. Recognized in the industry as The Fee Experts®1, Cambridge has been ranked a fee leader among independent broker/dealers for 13 consecutive years2, and is a six-time honoree in the Broker/Dealer of the Year annual poll3.

Together, we offer you the objectivity of working with an independent financial firm combined with the ability to access a wide range of diversified financial products and a wealth of investment resources. To best meet your needs, our team uses a financial planning process to better understand your financial situation. We customize a plan to meet your goals and objectives, and empower you to ascend to your dreams. We continue to work with you by meeting on a regular basis, monitoring your financial progress, and revising your plan as needed.

You will find an outline of our professional services below. We encourage you to contact us to schedule a time to discuss your unique needs and learn more about the benefits of working with Altitude Financial Planning.

Asset management – build a portfolio of traditional and alternative investments

Business planning – determine overall goals, including continuity and succession plans

Education planning – save and prepare for the costs of higher education

Estate planning – transfer your assets in a tax-efficient manner

Federal benefit analysis – review Federal Employee Retirement System (FERS)/Civil Service Retirement System (CSRS) benefits as part of your retirement income strategy

Insurance planning – providing solutions for life insurance and long-term care needs

Legacy planning – impact future generations by preserving wealth and sharing values

Retirement planning – identify your dreams for retirement and the strategies to empower you to achieve them

Risk management – strive to achieve investment objectives by identifying and managing risk

 

1THE FEE EXPERTS® is a registered trade mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.

2 Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2001-2012.

3Investment Advisor magazine, 2013, 2012, 2010, 2008, 2007 Division IV; 2003 Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the six years listed. Experience may vary. Visit http://www.thinkadvisor.com.