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  • Jeff AltmanOwner/Operator/Advisor
  • George BainMortgage and Creative Financing Expert
  • Sean FarrellAdvisor
  • Joe ClarkCFEd®
  • Arlene SchaemanMedicare Specialist
  • Robert StovallTax Professional
  • Paul HimmelsteinIRA Conversion Specialist
  • Jennifer SurmaczPresident and Chief Counsel, Posterity Legal Services, LLC
  • James JuricaInvestment Advisory Services, Wealth Watch Advisors

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  • About Us
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Our Team

  • Jeff AltmanOwner/Operator/Advisor
  • George BainMortgage and Creative Financing Expert
  • Sean FarrellAdvisor
  • Joe ClarkCFEd®
  • Arlene SchaemanMedicare Specialist
  • Robert StovallTax Professional
  • Paul HimmelsteinIRA Conversion Specialist
  • Jennifer SurmaczPresident and Chief Counsel, Posterity Legal Services, LLC
  • James JuricaInvestment Advisory Services, Wealth Watch Advisors

Meet the whole team →

Retirement Planning

  • 401(k) & IRA Review
  • Longevity Planning
  • Retirement Income Planning
  • Retirement Planning
  • Volatility Protection Planning

IUL & Annuity Rescue

  • Annuity Rescue
  • IUL Rescue

Alternative Strategies

  • Banking Like a Bank

Legacy & Estate

  • Estate Planning

Tax & Legacy Strategy

  • Tax-Free Income Planning
  • Tax Planning

See all services →

  • Free Book
  • FAQ
  • Schedule a Call
  • Contact Us
  • Disclosures
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Terms of Use

Last updated: September 21, 2026

These Terms of Use govern your access to and use of www.altmanadvisorygroup.com (the "Site"), operated by Altman Advisory Group ("we," "us," or "our"). By accessing or using the Site, you agree to be bound by these Terms. If you do not agree, please do not use the Site.

Educational and Informational Content Only

Nothing on this Site constitutes personalized investment, tax, or legal advice, or an offer or solicitation to buy or sell any security. Content describing services, strategies, or insurance products is general and educational in nature and does not account for your individual circumstances. Any guarantees referenced on this Site (for example, in connection with insurance or annuity products) are backed solely by the financial strength and claims-paying ability of the issuing insurance company, not by Altman Advisory Group. See our Disclosures page for the full detail on licensing, compensation, and the limitations that apply to everything described on this Site.

Intellectual Property

These Terms do not transfer any of our or any third party's intellectual property to you. All right, title, and interest in the Site's content, design, and branding remain solely with Altman Advisory Group and its licensors.

Third-Party Services and Links

The Site links to or embeds third-party tools we use to serve clients and to keep the Site working, for example scheduling software, analytics and bot protection on our forms. Use of any third-party service is at your own risk and subject to that provider's own terms and privacy policy; we are not responsible for third-party websites or services, or for any damage or loss connected to your use of them.

Termination

We may suspend or restrict access to all or part of the Site at any time, with or without notice. If you wish to stop using the Site, you may simply discontinue accessing it. Provisions that by their nature should survive termination, including intellectual property, warranty disclaimers and limitations of liability, will continue to apply after your access ends.

Disclaimer of Warranties

The Site is provided "as is" and "as available." We disclaim all warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Site will be error-free or uninterrupted. Your use of the Site is at your own discretion and risk.

Changes to These Terms

We may update these Terms from time to time. Material changes will be posted on this page with an updated "Last updated" date. Your continued use of the Site after a change takes effect constitutes acceptance of the revised Terms.

Contact Us

Questions about these Terms can be directed to:

  • Email: jeff@altmanadvisorygroup.com
  • Phone: 725-232-6011

Let's Talk About Your Financial Future

A 30-minute call with Jeff Altman costs you nothing, he's compensated by the insurance carriers he works with, never by you directly. There's no obligation and no sales pressure: he'll walk through your situation, answer your questions, and let you decide what happens next.

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©2026 Altman Advisory Group

Altman Advisory Group is an independent financial services firm. Jeff Altman helps individuals create retirement strategies using a variety of insurance products. Any references on this site to protection benefits or steady, reliable income streams refer only to fixed insurance products; they do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods that vary by insurance company, and are not FDIC insured. Information on this site is provided for informational purposes only, is not a solicitation to buy or sell any product mentioned, and should not be used as the sole basis for a financial decision.
Investment Advisory Services offered by James Jurica, CFP® CLU® CHFC® RICP® are offered through Wealth Watch Advisors, an SEC Registered Investment Advisory Firm. Altman Advisory Group and Wealth Watch Advisors are not associated entities.
Jeff Altman is licensed to transact insurance business in multiple states and works with clients nationwide. If you are outside a state where he is currently licensed, he can typically obtain the necessary license within a short time before proceeding.
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.
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