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Utah | Altus Retirement Services LLC.
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Altus Retirement Services LLC.
West Jordan, UT
Contact Information
| Company: |
Altus Retirement Services LLC. |
| Contact: |
Eric Bullock |
| Address: |
8537 South Redwood Rd. STE A |
| City: |
West Jordan |
| State: |
UT |
| Zip: |
84088 |
| Phone: |
(801) 309-4722 |
| Fax: |
(801) 878-9736 |
| Email: |
FederalAdvisor@gmail.com |
| Website: |
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About My Practice
Eric Bullock, Co-Founder and Partner of Altus Retirement Services LLC., a firm specializing in pre-retirement strategies, assists retirees and pre-retirees alike in preparing a roadmap for living life's journey in a more financially successful way. Eric provides assistance to Federal Government employees with a variety of financial planning concerns including:
- Thrift savings plan analysis and risk based asset allocation.
- FEGLI coverage analysis and cost comparisons.
- Pension income maximization planning.
- Retirement income planning.
- Long Term Care risk assessment and needs analysis.
Eric Bullock is an advocate of utilizing conservative financial planning strategies to create a "roadmap" to the client's future financial success. In addition to the ongoing training of the unique benefits programs and needs of Federal Government Employees, Eric holds the following licenses:
- Registered Investment Adviser Rep.-Brokers Int'l Financial Svcs. LLC.
- Life and Health Insurance Licensed-State of Utah and Wyoming
Eric currently works with Federal employees in Utah and Wyoming.
Offering Advice Since
2000
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning through William Prater Law Firm
Insurance
Long-term and elder care
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life and Health for the state of Utah and Wyoming
Security Licenses: Series 65
Investment Advisor Registration: Investment Adviser Representative
Associations & Affiliations: Brokers International Financial Services LLC., a Registered Investment Adviser
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
My Association with the Office or Firm
Owner/Partner
My Broker / Dealer Affiliation
Brokers International Financial Services LLC.
DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services.
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