Jeff Altman

Jeff has proven himself to be a leader and a man who commands trust and confidence. He honed his leadership skills in the United States Army, serving as a young infantry officer in the Vietnam War. He sustained wounds in combat and returned to civilian life, a young wife, and continued his education using the GI Bill. He specialized in accounting and attended law school while working, having begun a career in the life insurance industry. He didn’t realize at that time it would become his life’s work and passion in the benefits and guidance he is able to provide to clients.

Jeff has hands-on experience in all aspects of the financial services industry: wealth accumulation, wealth protection, tax-advantaged income planning, legacy planning, and safety of assets and income during retirement. He has over fifty years of experience helping clients through coaching them on their financial journey. Jeff derives great satisfaction from using his vast experience to help clients achieve their financial goals.

He has retired well three times and has said, “Continuing my career energizes me and keeps me vital. Helping my clients is my ultimate concept of success.” Jeff has built a company and staff that will continue to serve clients well into the future.