Alterra Video Library

Your Financial Advocate
Your Financial Advocate

Everyone needs an advocate, a primary financial advisor. This video encompasses what your primary advisor should be doing for you.

Who We Are
Who We Are

Financial expertise and ability helps you get "from here to there." We will not only provide the expertise and ability, we will also provide the tools to allow you to monitor your results.

What’s In A Number?
What’s In A Number?

What is in a number? Financial planning keeps you organized and in the know. Those who are in the know fare better than those that aren't.

Our Attorney Alliance Program
Our Attorney Alliance Program

As an attorney you are your clients primary trusted advisor. We can help you enhance that relationship with your clients.

Our CPA Alliance Program
Our CPA Alliance Program

As a CPA you are your clients primary trusted advisor. We can help you enhance that relationship with your clients.

Business Owners Need to Plan
Business Owners Need to Plan

Business owners are a unique breed of people. They not only need to plan for accumulation and protection of wealth, they also need to plan for the succession of their business.

Internet Security for Alterra’s Wealth Management System
Internet Security for Alterra’s Wealth Management System

Is your information secure? This video describes the strength of Alterra's online security built into their Wealth Management System.

Financial Planning Introduction
Financial Planning Introduction

What is financial planning? Explore the six step process to creating, implementing and monitoring a financial plan.