Altra’s Routing #: 291881216
Altra Financial Advisors

Planning Process

The Planning Experience

Whether it’s for yourself, your family, or your business—pursuing your financial goals means having a plan. Our process allows us to understand your objectives, circumstances, and concerns so that we can empower you to make better financial decisions. Let an Altra Financial Advisor professional take you on a custom journey to assess where you are, where you need to go, and how to get there. We measure success one relationship at a time.

Retirement Planning
Retirement Planning

When do I want to retire? How do I create income that will last?

Estate Planning Strategies
Estate Planning Strategies

Who do I wish to inherit my assets? What is the most efficient process?

Insurance Planning
Insurance Planning

How can I protect my assets in the event of a long-term disability?

Business Financial Services
Business Financial Services

What can I do to attract, retain, and care for quality employees?

Our Planning Process

Create your own personalized plan for your life in retirement.
The MoneyGuidePro experience makes it easy to create a quality financial plan based on your own individualized needs and goals.

Discovery Meeting

An initial, no-obligation consultation to discuss the timelines, concerns, and personal objectives of your investment goals.


Educating on the concepts, strategies, and disciplines unique to your specific identified objects so you’re empowered to make better financial decisions.

Plan Design

Identifying and modeling recommendations on features, costs, benefits, time horizons, and liquidity characteristics.


Upon mutually agreeing to move forward, we’ll put our plan into action, guiding you through the process step by step.

Progress Review

On an ongoing basis, we’ll discuss changes in personal circumstances, quantify your progress, review asset allocation, and identify gaps, challenges, and opportunities.



Contact Altra Financial Advisors

The professionals at Altra Financial Advisors are licensed to serve members in Arizona, California, Colorado, Florida, Iowa, Michigan, Minnesota, North Carolina​​, South Dakota, Tennessee, Texas, Washington and Wisconsin.​

Meet our Advisors and learn more about the financial professionals serving Altra Federal Credit Union members! You may also contact us at 888.777.5211 or email Mark Thorn at to schedule a no-cost, no-obligation consultation in person or by phone.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Altra Federal Credit Union and Altra Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Altra Financial Advisors and may also be employees of Altra Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Altra Federal Credit Union or Altra Financial Advisors. Securities and insurance offered through LPL, or its affiliates are:
Not Insured by NCUA or Any
Other Government Agency
Not Credit Union
Not Credit Union
Deposits or Obligations
May Lose Value
Altra Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.