Alta Advisor Group

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Daniel Foslid

Daniel Foslid

MBA

Financial Advisor

Visit Daniel Foslid's website
Michael G Griffin

Michael G Griffin

ChFC®

Financial Advisor

Visit Michael G Griffin's website

Team

Amber Alvarado

Amber Alvarado

Financial Planning Specialist,

Client Service Manager