Our Process

The Alta Wealth Management Three Step Process

Introductions

In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.

About Us
Building Your Plan

In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.

Our Services
Proactive Management

As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to help ensure that you are on target to achieve your financial goals and objectives.

Contact Us

We've Got You Covered

Learn more about how our products can help you.
Call us today to see how we can help!
205-639-9117
800-288-5055

Alta Wealth Management

At Alta Wealth Management, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the critical areas of retirement planning, including:

Retirement Income Planning
Social Security Maximization Planning
Investment & Risk Management Strategies
Estate Planning & Legacy Planning

As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Alta Wealth Management, we work hard to bring our clients financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.