William H. Altman, LUTCF
For over 20 years, I have been helping my clients live the life they have always dreamed of. By providing my clients with a unique planning process that is designed to build optimal financial balance across their entire financial world, I am able to help build and preserve their wealth. I often find that many people are misinformed about their financial world; a lot of traditional financial plans promise to build your wealth to its fullest potential. However, these plans often lack the proper coordination to prepare for life’s unexpected events. It is my mission to educate my clients on the importance of having a customized, accommodating financial strategy.
Over the years, I have formed wonderful relationships with my clients. It is extremely important for me to take the time to get to know each of my clients individually. When I have a strong understanding of their unique needs and goals, together, we are able to exceed them. We take a look at the many facets of their financial picture and integrate those elements into a cohesive plan. Through our planning process, my clients live a less stressful life, are able to enjoy what matters most to them, and have the confidence to take control of their financial world.
My wife Lori and I reside in Chestnut Hill and greatly enjoy the time we spend with friends and family, often shared over great food. Lori and I love to travel, our favorite spots being Del Ray Beach, Florida and Portland, Maine. We have a strong appreciation for the quaint towns, and enjoy our leisure strolls through them. In my free time, I enjoy playing tennis and following the Boston Celtics.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian. CA Insurance license #OE26740.