facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

“Success is nothing more than a few simple disciplines, practiced every day.”

— Jim Rohn

Strategic Investing helps lead to Financial Stability

Altus Consulting Group’s financial planners help individuals and families map out plans to reach your personal goals. Whether you aim to pay a child’s or grandchild’s college tuition, want to purchase a second home with a waterfront view or dream of something entirely unique, our financial professionals are here to help you achieve it. We’ll even show you the probability of achieving your goal in good markets, bad markets and scenarios in between.

Multiple individuals on our team are CERTIFIED FINANCIAL PLANNER™ professionals, which allows clients like you to choose the person with whom you feel most comfortable. We realize financial planning is a personal matter and we’ll help you connect with the individual who most aligns with your style and needs. From strong engineering backgrounds to an experienced professional well-versed in Texas’ Teachers Retirement System and even a team member who excels at bringing together couples with different viewpoints, our financial planners offer a variety of personalities and interests. All have more than 25 years of experience that you can count on.

Case Study:

We pride ourselves on learning your stories, your interests and what makes you tick. Here’s an example of how that helps.

A recently retired couple came to Altus Consulting Group worried that the duo would outlive its money. With almost $2 million in savings, the wife wanted to maintain her membership in the local country club for the rest of her life. The husband, who was in his 80s, just wanted one day a week dedicated to his interests. Both individuals worked long careers and had paid their bills fully, yet they worried that their savings wasn’t enough. Altus Consulting Group took the time to truly understand this couple’s motivations, needs and wants, and then helped them develop a financial plan to ensure they reached their goals.