Services

The professionals at Newhouse & Neistadt and Alturas Financial Advisors have the experience and expertise to help clients sort through their financial issues, determine their goals and objectives and create customized solutions to meet those objectives.  We truly believe that understanding your financial situation and being able to clearly state your goals for the future is the first step to achieving those goals.  Our goal is to make sure all the pieces of your wealth management plan are working together in a tax-optimized manner.
 
We work to build relationships that allow us to offer the best solutions for you, our client.  As life changes occur, we are side by side with you to adjust your plan as needed.

 

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Investment Planning

  • Integrated Asset Allocation and Portfolio Design
  • Customized Asset Management Programs
  • Diversification Strategies
  • Alternative Investments

 

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Tax Planning

  • Income Tax and Estate Tax Planning
  • Tax-Advantaged Investing
  • Charitable Planning

 

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Business Planning

  • Business Succession
  • Buy-Sell Agreements
  • Qualfied/Non-Qualified Retirement Plans
  • Key Employee Retention

 

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Retirement Planning

  • IRA Rollover and Distribution Planning
  • Income Projection Analysis
  • Fixed Income Strategies
  • Qualified Plan Design and Compliance

 

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Estate Planning

  • Wealth Transfer and Tax Reduction
  • Charitable Gifting

 

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Education Planning

  • Coverdell Education Savings Accounts
  • 529 College Savings Plans
  • UGMA/UTMA Accounts 

 

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Special Planning

  • Divorce
  • Incapacitation and Control of Assets
  • Budgeting & Cash Flow Management

 

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Debt Management

  • Debt Payoff Analysis
  • Efficient Credit Management

 

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Other Accounting Services

  • Income Tax Preparation
  • Payroll Services
  • Bookeeping Services