Alta Wealth Plans is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Fee based financial planning and investment advisory services are offered through Insight Folios Inc, a SEC Registered Investment Advisor. The firm only transacts business in states where it is notice filed, or is excluded or exempted from notice filing requirements Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Insight Folios Inc does not offer legal or tax advice.