Our Services

Planning for your financial future is an ongoing process defined by your particular needs and goals. This plan can include retirement savings, life insurance, college savings, estate planning, and disability and long term care insurance.

Altenau Financial specializes in developing plans for individuals and small businesses. Our comprehensive offering of products and services will enable us to work with you in creating an indivualized plan that will meet your needs.

Our investment services include individual retirement plans, small business retirement plans, education savings plans, long-term savings plans, stocks*, bonds*, mutual funds* and ETFs*, fixed and variable annuities, estate planning, and tax-preferred investments*.

Our insurance products consist of term and permanent life insurance, health insurance, disability insurance, long-term care insurance, business insurance (buy/sell, deferred compensation, key employee), and casualty coverage.

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Our Services

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