Altitude Planning Group

Helping You Prepare for financial independence

Financial consultant in Denver, CO (show on map)

5.0

★★★★★

2 reviews

Altitude Planning Group provides innovative financial strategies and retirement planning services for families and businesses in Denver Colorado.

Call (303) 468-1390

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About

Altitude Planning Group serves Denver Colorado and surrounding communities providing innovative financial strategies solutions and planning that result in financial clarity security and overall financial health. The firm specializes in asset protection IRA/401K rollovers Social Security analysis lifetime income planning wealth transfer strategies long-term care solutions and tax services.

With over 20 years of experience the firm has received the Gold Star award from the Denver Better Business Bureau for 11 consecutive years from 2003 through 2013.

Over 20 years of experience

Gold Star award from Denver Better Business Bureau for 11 consecutive years 2003-2013

Registered Investment Advisor in Colorado California and Missouri

Independent insurance firm shopping dozens of carriers

Complimentary reviews on existing fixed annuity and life insurance contracts

Services

Insurance Solutions

Insurance products to protect retirement nest eggs while still participating in market growth including fixed annuities life insurance long-term care health insurance and Medicare supplements.

Fixed annuities Life insurance Long-term care Health insurance Medicare supplements Complimentary reviews

Income Planning

Retirement income planning to help define goals evaluate current financial state and design a plan capable of generating reliable and sustainable retirement income.

Retirement income planning Goal setting Financial state evaluation Lifetime income planning

Long-Term Care

Comprehensive strategy to help protect both wellbeing and assets when long-term care is needed.

Asset protection Care quality assurance Financial protection

Medicare

Medicare plan comparison and policy review analysis to help clients make informed decisions about their Medicare coverage.

Medicare Supplement plans Medicare Advantage plans Part D Prescription Drug Plans Policy review analysis Plan comparison

Tax Planning

Strategies to minimize the amount of taxes paid in retirement through determining current and future tax liability.

Tax liability minimization Retirement tax planning Strategic tax approaches

Social Security Maximization

Analysis and strategies to maximize Social Security benefits for retirement.

Social Security analysis Benefit maximization Retirement income strategy

Credentials & Certifications

Registered Investment Advisor

Reviews

Rating

★★★★★

Reviews

"Hats off to Altitude Planning Group."

Frequently Asked Questions

What services does Altitude Planning Group offer? +

Altitude Planning Group offers insurance solutions income planning long-term care Medicare tax planning and Social Security maximization services for retirees and pre-retirees.

Where is Altitude Planning Group located? +

Altitude Planning Group is located in Denver Colorado at 1777 South Harrison Street Suite 101 Denver CO 80210.

What insurance products does Altitude Planning Group offer? +

The firm offers fixed annuities life insurance long-term care health insurance and Medicare supplements as an independent insurance firm that shops dozens of carriers.

Does Altitude Planning Group offer complimentary reviews? +

Yes the firm offers complimentary reviews on existing fixed annuity and life insurance contracts.

How long has Altitude Planning Group been in business? +

The firm has over 20 years of experience and has received the Gold Star award from the Denver Better Business Bureau for 11 consecutive years from 2003 through 2013.

What states does Altitude Planning Group serve? +

Altitude Planning Group is a Registered Investment Advisor in the States of Colorado California and Missouri.

Does Altitude Planning Group help with Medicare planning? +

Yes the firm provides Medicare plan comparison services including Medicare Supplement and Medicare Advantage plans along with Part D Prescription Drug Plans. They offer complimentary policy review analysis.