Altfest News

In the NewsAndrew Altfest & Keith Feinberg Featured in InvestmentNews

In the News

share

  • share
  • tweet
  • share
  • email

In “Creativity matters when planning for lone retirees,” InvestmentNews features a case study by Andrew Altfest, CFP®, MBA, President of Altfest Personal Wealth Management, and Keith Feinberg, CFP®,  JD, Financial Advisor at Altfest, emphasizing the importance of comprehensive financial planning for retirees, especially if a direct beneficiary isn’t clear.

At Altfest, we take a look at all areas of an individual’s life when developing a financial plan, including spending habits, tax reduction opportunities, insurance, healthcare, estate planning, and housing costs. Together, we help grant peace of mind for our clients and ensure a stronger financial future through custom, goal-oriented planning.

Click here to read the full article.

contact

Share Your Story

Only by placing you at the core of everything we do can we truly meet your needs. We’ve found that the most successful solutions begin by asking the right questions.

Get in Touch