With 40 years of experience in the financial business, our purpose at Altstatt Financial Strategies is to aid clients to find the right answers for their financial goals. We work with people who are planning retirement or about to retire. We will help you address your financial security through a few steps: - Maximizing retirement dollars - Analyzing net return on your investments - Guiding you to increase your assets and building your estate - Helping you address your financial goals - Using tax laws to your advantage Throughout this process, we place a great deal of value on the establishment of long term relationships with our clients. Altstatt Financial Strategies gives their clients individual and personlized attention and service. In other words, "We want to make your agenda our agenda." Also, when partnering with us, you will have the advantage of financial services being provided by over 50 companies. These services include: - Retirement programs and pension plans - Stocks and bonds - Insurance Services - Annuities - Life Insurance - LTC Contracts - Mutual Funds - Trusts and will reviews (via attorney) - Tax preparation and analysis (via CPA) - Full brokerage services - Government Securities, T Bills and CD's - Tax favored investments (Muncipals and Roths) - ETFs (Exchange Traded Funds - REITs (Real Estate Investment Trusts) Throughout the financial planning process, we will meet to convert your needs and goals to financial objectives as well as to review the strategies that will help you acheive those objectives. Overall, we value your trust in our strategies, your short and long-term financial goals, and your willingness to let us help guide you to the right financial decisions. And here at Altstatt Financial Strategies, you will find out that this is "Where you come first."