Altitude Financial Planning
Financial Services
Colorado Springs, Colorado 238 followers
"Empowering our clients toward achieving their lifetime dreams by making wise financial choices."
About us
We have a passion for helping our clients achieve their dreams and working collaboratively to accomplish that result. #altitudefp_empoweringDREAMS #altitudefp As a firm we offer over 60 years of combined professional experience and a wide variety of services including comprehensive financial and wealth planning, asset management, risk management, retirement planning and education planning. We deliver personal and visionary client service and are dedicated to cultivating long term relationships by focusing on what is important for the client and acting in accordance with a fiduciary standard. Do you dare to DREAM? Find us across social media! Facebook : https://www.facebook.com/altitudefp YouTube: https://www.youtube.com/channel/UChKrkxcV3MM4DZqJyroQAIw? We have a relationship with Cambridge Investment Research, Inc. (Cambridge), one of the most respected independent broker/dealers. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Forth Financial Group and Cambridge are not affiliated.
- Website
-
https://www.altitudefp.com/
External link for Altitude Financial Planning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Colorado Springs, Colorado
- Type
- Partnership
Locations
-
Primary
1880 Office Club Pointe
Colorado Springs, Colorado 80920, US
-
13111 E 21st St N
Wichita, Kansas 67230, US
Employees at Altitude Financial Planning
-
Jeremy Rainwater CLF® FSCP® LUTCF® RICP®
Managing Director at Mass Mutual Northwest / Co-Founder of Altitude Financial Management
-
Craig Melsoni
Vice President at Altitude Financial Planning
-
Rick Isaac
President and Founder of Isaac Financial Services & Altitude Financial Planning.
-
Karen Dimond
Client Relationship Manager at Altitude Financial Management