AltruVista
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Financial Planning and Investment Advisory services offered by AltruVista LLC, a SEC Registered Investment Advisor. Securities offered by Valmark Securities, Inc. AltruVista LLC and Valmark Securities are separate entities. Third party posts do not reflect the views of Valmark Securities or your AltruVista and have not been approved prior to posting.
05/12/2023
Are you aware of the tax code changes for 2023?
One of them is the estate exemption increase of $12.92M per couple. That’s about $2M more than in 2022. You may want to check with your advisor to ensure you are taking full advantage of this increase.
03/31/2023
Help us wish a happy 4th anniversary to our Director of Wealth Planning, Joe St. Thomas! Joe is a tremendous asset at AltruVista, working directly with our planning clients and overseeing the planning team. Behind the scenes he keeps our team entertained with his witty humor. Happy Anniversary, Joe!
“Entrepreneurs don’t retire…”
“For entrepreneurs… it’s almost like an artist, if an artist loves to paint and one day they’ve sold enough paintings that they have financial independence, it doesn’t mean the next day they stop painting, they’re going to keep painting. That’s what they love to do.
In a similar way, entrepreneurs love to build, they love to create, and they love to give. So, the idea of building enough wealth or selling your company, and then you’re going to retire, it’s nine out of 10 times, a business owner won’t retire…”
Ali was recently interviewed by Alan Olsen for the Serial Entrepreneur podcast- you can watch the full video at the link below👇
https://groco.com/featured-guests/the-business-owners-dilemma-with-ali-nasser-serial-entrepreneur/
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Website
Address
3555 Timmons Lane, Suite 915
Houston, TX
77027
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
