While We’re Experienced in Working with Numbers, We Never Treat You Like One
We’re Altura Financial Advisors. A strategic planning firm dedicated to helping individuals and companies find financial confidence through comprehensive planning and experienced advice.
Meet Our Team
Craig Paulson, CRPS®
President - Investment Advisor
Craig Paulson is the founder and president of Altura Financial Advisors. He graduated from Brigham Young University in 1996 with a Bachelor of Arts degree in Political Science and Business Management. In addition to holding an Accident, Health and Life Insurance license, Craig is registered to sell securities and provide investment advice. He utilizes his passion for paying attention to details in his employee benefits, insurance and financial services career, which began in 1995. During the first six years of his profession, he turned a part-time college job into a successful practice and in 2001 merged with another employee benefits firm. This opportunity allowed Craig to gain valuable knowledge related to larger employer groups, including self-funding experience. After absorbing more knowledge, growing his block of business and seeing a need for continuing his service expectations, Craig established his own firm, Altura Benefits, which opened in 2005 and has grown every year since.
Staying active is important to Craig. He enjoys traveling, skiing, golf and running. He completed one marathon and a number of half-marathons. He has skied in Canada, Austria, Dubai and many resorts across the U.S.; however, his favorite ski resorts lie within Utah's Wasatch Front. He also enjoys spending time with his wonderful wife and four children.
Ty Hadley
Investment Advisor
Ty joined the Altura team in January 2023 as a Relationship Manager. He has immediately found joy in learning the ins and outs of how Altura can accelerate financial well-being for both individual and group clients. He loves to learn and thoroughly enjoys interacting with people.
Shortly after graduating from High School, Ty had the opportunity to move to Mexico to serve as a religious missionary for his church, exposing him to a new culture and language which he learned to love.
Ty has spent the last 4 years working in the tech space facilitating strategic partner relations which gave him the ability to dissect the goals of individuals and discover the best solutions for differing situations. This also provided a channel to learn to listen and understand needs in order to pull the correct parties together to build each other up. He is currently a Senior at Utah Valley University where he is finalizing a Bachelors in Science, Business Management degree with an emphasis on Personal Finance.
Ty’s greatest joys in life come from his wife and son. He loves the outdoors including climbing, mountain biking, and boating. In his spare time, Ty likes to read and work on projects around his home.
Protect What You Have & Grow What You Need
Through Comprehensive Retirement Planning
Tailored Solutions & Strategies Built by Us Just For You
We believe that anyone, at any age has the potential to benefit from the knowledge, education and solutions an experienced Financial Advisor can provide. From growing your family or your business to winding down toward retirement, it’s important to understand how your entire financial picture aligns with your needs today and goals for tomorrow.
We’re Here To Help With
401(k) Planning for Businesses
Business owners, CFOs and HR directors have a responsibility to care for their employees’ future retirement by selecting and developing the optimal employer-sponsored 401(k) plan. We can work together to help you understand your options and decide which choice may be best for your business and your employees. Whether you’re looking to get a second opinion on your current offerings or if you’re starting from scratch, we’re here to help however we can.
Once a plan is put into place, we’re dedicated to educating your employees on the benefits of participating in their employer-sponsored plans and engaging with them one-on-one if needed.
Retirement Planning
Whether retirement is right around the corner or a few years down the line, the number of questions start growing:
“How much should I be saving for retirement?”
“Is it possible to retire early?”
“What if my health declines in retirement?”
“What do I do with my employer’s 401(k)?”
While you feel you’ve spent a good deal of time preparing for retirement, working with a patient, trusted professional can make the difference between feeling financially confident or financially worrisome. Together we can discuss your retirement account options including traditional or Roth IRAs, SEP & SIMPLE IRAs and 401(k) or 403(b) planning. In addition, we’ll align your portfolio and discuss other options to help meet your future income needs as you face financial independence.
College Education Funding
Being able to pay for a child or grandchild’s higher education is an important financial milestone for many. But with tuition and the cost of living constantly on the rise, college comes with no small price tag. We’ll work together to incorporate college planning and savings into the rest of your financial plan.
Investment Management
Tailoring your portfolio to work in tandem with the rest of your financial plan is crucial in pursuing your long-term financial goals. We’ll work with you to assess your personal time horizon, risk tolerance and unique goals for the next 10, 20, 30+ years before working to develop your custom investment portfolio.
We offer investment management solutions including:
Have a Question? Ready to Get Started? Let’s Talk.
We’re here and ready to help you define what financial freedom means to you and develop a comprehensive plan to help you pursue it. Get started today by giving us a call or filling out the form below.
Group BENEFITS, INSURANCE AND HUMAN RESOURCE SUPPORT
Helping You Protect What Matters Most
Altura Benefits
Your Partners in Strategy for Employee Benefits, Insurance and Human Resource support. Our client-focused team assists Companies and Individuals in finding the best business solutions.