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Robert K. Altshuler, JD CLU CHFC

Partner, Chief Operating Officer, PlanningCore Wealth Advisors LLC

Phone: 480.296.0280 | 800.817.9733
E-mail: rka@planningcore.com
www.planningcore.com

Robert Altshuler, JD, CLU, CHFC, is founding partner of PlanningCore Wealth Advisors, LLC. PlanningCore, a registered investment advisory firm headquartered in Phoenix, Arizona creates individualized investment and estate strategies to help clients navigate risk. PlanningCore clients have already achieved success and our highly credentialed professionals advise them to make smart decisions to protect their core wealth. Every client's financial journey is different, but PlanningCore's mission is always the same, to know and understand the destination.

Latest Features

Building Wealth
September 2016

Why Estate Planning Demands Openness, Clarity and Focus

Prior planning and communication with loved ones can protect value and lessen disputes among heirs.

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Building Wealth
July 2016

A Better Way to Leave Behind Your IRA

Consider naming a trust as your beneficiary, but watch out for tax issues and RMD complications.

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Building Wealth
May 2016

A Financial Planner's Playbook for NFL Draft's Rookie Millionaires

Pro football players make a lot of money that has to last a lifetime. Here's what I'd tell them about sudden wealth.

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Building Wealth
April 2016

How Rock Climbing Made Me A Better Financial Adviser

I wanted to conquer my fear of heights. But I learned so much more.

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Building Wealth
February 2016

The Case for Closed-End Funds

The "orphan children" of the fund management industry, some CEFs are worth considering in a diversified portfolio.

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Building Wealth
January 2016

Take the Emotion Out of Your Financial Decision-Making

Do turbulent markets have you on edge? Here’s a checklist to help you harness the process of sound financial planning.

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