Altiora

 

PERSONAL CFO

  • Personal financial advocate
  • Oversee all aspects of your wealth management
  • Coordination of investment, tax, estate, financial planning, risk, and other specialists
  • Comprehensive financial planning analysis, strategy, and implementation
  • Financial statement analysis and reporting
  • Budgeting and cash flow analysis
  • Accounting and bill pay
  • Financial data organization and archiving
  • Document management

Investments

  • Investment planning
  • Evidence-based portfolio design and fund selection
  • Flat fee, low-cost portfolio monitoring and management
  • Portfolio cost basis and income accounting
  • Performance and asset allocation reporting
  • Cashiering, transfers, and account administration 

 

Income Tax

  • Income Tax Planning
  • Prepare and file federal, state, and local tax returns
  • Tax payment processing and tracking
  • Tax data organization and archiving
  • Tax planning and optimization
  • Tax notice and audit support

Financial Planning

  • Analysis of goals and financial situation
  • Retirement, education, and estate planning
  • Risk management and insurance analysis
  • Coordination with investment and income tax planning

 
 
 

Altiora Group, LLC | 5947 Deerfield Boulevard, Suite 202 | Mason, OH 45040 | Phone: (513) 834-8056 | Fax: (877) 523-7005

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