Altus Investment Group

What We Do

Through the establishment of a financial plan, we guide our clients through the myriad of financial decisions to be made. Our goal is to help our clients reach their goals.

We help our clients through:

Investment management

  • Fee-based management of larger investment portfolios
  • Brokerage accounts for buying a wide range of investments
  • Socially responsible investments
  • Tax-efficient and tax-free investments
  • Analysis of total holdings including 401(k)s and other brokerage accounts
  • Second opinion on portfolio diversity and composition
  • Traditional, Roth, SEP and SIMPLE IRAs
  • 529 college savings accounts
  • Separate accounts for higher net worth clients

Financial Planning

  • Retirement-oriented account management and coordination
  • College cost planning and investment growth analysis
  • Risk analysis and management to protect one’s life savings
  • Estate planning and protection
  • Retirement asset withdrawal management

Risk Protection

  • Life insurance quotes and advice
  • Long-term care insurance comparison and analysis
  • Business continuity insurance advice
  • Insurance brokerage for many companies

 

3 N Spring St., Ste 200 | Concord, NH 03301 | Phone: (603) 223-6726 | Fax: (603) 223-6785
Securities Offered Through LPL Financial. A Registered Investment Adviser. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, IL, IN, MA, MD, ME, NH, NJ, OH, PA, SC, VA, & VT.