Altitude Financial Planning provides financial planning and investment advice to clients. Advice covers cash flow, debt, risk management, college funding, retirement, estate, and tax planning, plus asset allocation and investment selection. They may also prepare tax returns and offer small business accounting consultation. Altitude Financial Planning tailors advice to each client's needs, goals, and risk tolerance. They use modern portfolio theory and long-term buy-and-hold strategies.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
www.altitudefinancialplanning.net ·www.linkedin.com/in/sandrasenft ·www.altitudefinancialplanning.com
Fee Structure
Altitude Financial Planning does not manage investments or charge fees based on the value of your portfolio. They provide advice for a fee.
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