Altruist Financial Advisors LLC

Fee-Only Investment Management

How We Save You $

"A penny saved is a penny earned."

—Benjamin Franklin (1706-1790).

Many people assume that we focus exclusively on managing our clients' investments. Nothing could be further from the truth. While it certainly is important to prudently invest one's money, the surest, easiest, and quickest way to increase your wealth is to spend less in unnecessary fees and expenses. Ben Franklin was right: if you stop unnecessarily spending $1,000 per year, you have made yourself $1,000 more wealthy by the end of the year.

We are obsessive about helping our clients save money and making prudent decisions regarding their finances. Here's some examples of how we prudently help our clients save money:

The above examples are just that: examples. It's easy to see how our service may pay for itself in just a few months through cost-savings alone. Would you like help identifying ways to prudently save money?


This web page contains the current opinions of Eric E. Haas at the time it is written—and such opinions are subject to change without notice. This web page is intended to serve two purposes:

We believe the information provided here to be useful and accurate at the time it is written. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed.

No investor should invest solely on the basis of information listed here. Before investing, it is important to consult each prospective investment's prospectus and consider both its risk/return characteristics and its effect on your overall portfolio.

This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Altruist recommends consultation with a qualified tax adviser, CPA, financial planner, or investment adviser. If you would like to discuss the rationale or support for any particular idea expressed on this web page, feel free to contact us.