Our Services
At Alta Investment Group, we provide expert assistance across the full spectrum of personal finance — from real estate strategy to retirement income planning.
Real Estate
Tax-advantaged ownership strategies for investment real estate.
- 1031 Exchanges
- DST / TIC Investments
- REITs
- Real Estate Opportunity Funds
- Real Estate Note Programs
Investments
A full menu of securities and retirement accounts tailored to each client.
- Bonds
- Common Stock
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Educational IRA
- Alternative Investments
- Treasury Bills & Notes
- Government Securities
- Oil & Gas Programs
Financial Planning
Coordinated planning across retirement, tax, education, and estate.
- Retirement Plans
- 401(k) Planning
- 403(b) Planning
- Tax Plans
- Estate Plans
- College Plans
- Money Management
- Profit Sharing Plans
- Money Purchase Plans
Insurance
Income protection and longevity solutions to anchor a long-term plan.
- Annuities
- Life Insurance
- Long-Term Care
Ready to explore your real estate options?
Every strategy has trade-offs in tax treatment, liquidity, and control. Schedule a complimentary call with Toni to map the right fit for your goals.
Schedule a Free Consultation