Altitude Financial Planning

(on office club point)
Financial and Investment Services in Colorado Springs, CO
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 4:00PM
Tuesday
8:00AM - 4:00PM
Wednesday
8:00AM - 4:00PM
Thursday
8:00AM - 4:00PM
Friday
8:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

1880 Office Club Point
Colorado Springs, CO
80920

About

At Altitude Financial Planning, we empower our clients toward achieving their lifetime dreams by making wise financial choices. Our mission is to enhance your quality of life through intentional financial planning. We help identify and visualize your dreams and develop a plan to achieve them. We have a passion for cultivating deep, lasting relationships while operating with the highest degree of integrity. We work to simplify your financial picture as much as possible to provide you with a concise summary in matters of asset management, retirement planning, risk management, investments, education planning, and more. We offer customized services tailored to your unique needs. As independent financial advisors, we work only for our clients.

Photos

Altitude Financial Planning Photo Altitude Financial Planning Photo Altitude Financial Planning Photo Altitude Financial Planning Photo Altitude Financial Planning Photo Altitude Financial Planning Photo Altitude Financial Planning Photo Altitude Financial Planning Photo Altitude Financial Planning Photo Altitude Financial Planning Photo Altitude Financial Planning Photo Altitude Financial Planning Photo

Services

  • Asset Management
  • Retirement Planning
  • Risk Management
  • Education Planning

Latest

Covid-19 has put the mental, physical, and financial wellbeing of seniors at risk from every angle โ€“ making intentional, holistic planning all the more important...but so is your physical health, social interactions, and a sense of purpose in your own life! If you have questions regarding planning for retirement, your financial portfolio, or how we can help you make your dreams a reality, please feel free to reach out to us. 719-481-5898 www.altitudefp.com #Altitudefp_EmpoweringDREAMS
There are a lot of considerations, both financial and non-financial, to the question of when one is ready to retire! If you are interested in knowing where you are with regards to your own personal retirement, please contact us to schedule a virtual or in-person appointment to have a more comprehensive discussion. Schedule an Appointment: https://calendly.com/rick-278/dream www.altitudefp.com #Altitudefp_EmpoweringDREAMS When Is The Best Time To Retire?
Increasing the Security of your Income in Retirement: Retirement can bring uncertainty and stress. Stocks, bonds, and real estate investments, all can fluctuate in value based on market performance - meaning they canโ€™t completely protect you against a loss or decrease of income! Schedule an Appointment: https://calendly.com/rick-278/dream
As an investor - knowing your risk tolerance is key. The first step toward gauging your risk tolerance is to outline your financial goals. Then create a timeline for when you will need the money. To learn more about how Risk Tolerance affects your investment strategy - call us today! 719-481-5898 www.altitudefp.com #Altitudefp_EmpoweringDREAMS
A great clip from the Colorado Springs Business Podcast - We only have one life to live! Are you living out your DREAMS? ๐’๐œ๐ก๐ž๐๐ฎ๐ฅ๐ž ๐š ๐œ๐จ๐Ÿ๐Ÿ๐ž๐ž/๐ณ๐จ๐จ๐ฆ ๐ฆ๐ž๐ž๐ญ๐ข๐ง๐  ๐ฐ๐ข๐ญ๐ก ๐ฎ๐ฌ ๐ญ๐จ๐๐š๐ฒ ๐ฌ๐จ ๐ฐ๐ž ๐œ๐š๐ง ๐ฆ๐š๐ค๐ž ๐ฒ๐จ๐ฎ๐ซ ๐ฆ๐จ๐ง๐ž๐ฒ ๐ฐ๐จ๐ซ๐ค ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ ๐ฐ๐ก๐ข๐ฅ๐ž ๐ฆ๐š๐ค๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ฅ๐ข๐Ÿ๐ž๐ญ๐ข๐ฆ๐ž ๐๐ซ๐ž๐š๐ฆ๐ฌ ๐š ๐ซ๐ž๐š๐ฅ๐ข๐ญ๐ฒ. #Altitudefp_EmpoweringDREAMS https://calendly.com/rick-278/dream ((https://www.facebook.com/COSclips/videos/332493861226650/)) COS Business Clips August 28 at 12:34 AM ยท Rick talks about how at some point in life you have to take those risks because you only have one life, so yeah you could penny horde, or work out a plan that helps you save while also living out dreams.
The pandemic has forced firms to offer early retirement plans! Hereโ€™s what to consider before you decide to pack it in. #Altitudefp_EmpoweringDREAMS www.altitudefp.com Schedule an appointment: https://calendly.com/rick-278
#HappyNationalCoffeeDay! #Altitudefp_EmpoweringDREAMS
Your physical health is equally important as a strong financial plan. Hereโ€™s How to Get Stronger After 50: https://conta.cc/33aIWiQ #Altitudefp_EmpoweringDREAMS MYEMAIL.CONSTANTCONTACT.COM Hereโ€™s How to Get Stronger After 50
You made it to Friday... We hope you have a wonderful weekend! #altitudefp_EmpoweringDREAMS www.altitudefp.com ALTITUDEFP.COM Home | Altitude Financial
Make your Dreams a PRIORITY. #altitudefp_EmpoweringDREAMS www.Altitudefp.com
#altitudefp_EmpoweringDREAMS
From our partners at First Trust: "With the election just five days away, investors are nervous...but allowing politics to influence investment decisions can be a big mistake. It's true that policies matter, but America is still the home of invention. In the near-term, it's sales and profits that still drive stocks." Click here to watch today's Wesbury 101 - The 2020 Election an https://www.youtube.com/watch?v=sFMP37b9DXU #altitudefp_EmpoweringDREAMS YOUTUBE.COM The 2020 Election and Stocks
Stop and take a moment. Before you make a decision, what is your process for thinking about if it is taking you closer to your goals or farther from them?
ALTITUDEFP.ADVISOR.NEWS I didn't want to wait decades for retirement, so I made 3 money changes that let me live a 'retirement' lifestyle right now
ALTITUDEFP.ADVISOR.NEWS From Kiplinger: Things Couples Should Keep in Mind When Saving for Their Future
You will only get as far as you've convinced yourself you'll go. Stay the course and see where it takes you. Need help along the way? We are here for you.
ALTITUDEFP.ADVISOR.NEWS How Many Of These 6 Morning Habit Mistakes Are You Making?
What you look for is what you'll find. Always be looking for the good. How do you keep your eye on the positive?

Information

Company name
Altitude Financial Planning
Category
Financial and Investment Services
Est
1995

FAQs

  • What is the phone number for Altitude Financial Planning in Colorado Springs CO?
    You can reach them at: 719-481-5898. Itโ€™s best to call Altitude Financial Planning during business hours.
  • What is the address for Altitude Financial Planning on office club point in Colorado Springs?
    Altitude Financial Planning is located at this address: 1880 Office Club Point Colorado Springs, CO 80920.
  • What are Altitude Financial Planning(Colorado Springs, CO) store hours?
    Altitude Financial Planning store hours are as follows: Mon-Fri: 8:00AM - 4:00PM, Sat-Sun: Closed.