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Where Do You See Yourself Going?

Focused on Propelling You & Your Finances Forward Through Every Stage in Life


Investment Management & 401(k) Planning

Let’s Move Forward Together

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.


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Our straightforward investment approach can help you work toward your financial objectives, so you can feel good about your future. Get started today by opening an account online or giving us a call to learn more.

Meet Our Founder

Craig Paulson Photo

Craig Paulson

President


   

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.

Interested in Meeting the Rest of Our Team?

Altura Is Home to a Team of Experienced, Qualified Professionals


Meet the Altura Team


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 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 reaching 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:

  • Stock, Bonds, ETFs, and Mutual Funds
  • Asset Allocation Strategies
  • Brokerage Accounts

What Are Your Biggest Financial Concerns? 

Let’s See How We Can Help


Offering Flexible 401(k) Retirement Plan Options Just For You

Whether Your Company Is Small But Mighty or Growing Rapidly…

We believe in building the right 401(k) plan for your employees through plan customization and flexibility.


In addition to offering single employer plans, we offer a special multiple employer plan through the

Utah Manufacturers Association.

Available exclusively through Altura! 

UMA-401k.org

Member Benefits Include

  • No annual audits (saving you between $5,000 - $12,000 a year)
  • Cost savings on investments
  • No individual form 5500 reporting
  • Less plan maintenance
  • Customizable plan features
  • Reduced fiduciary liability

Ready To Learn More About UMA’s 401(k) Planning Options?

Start Planning Today

Get In Touch

Serving Salt Lake County, Utah & Surrounding  Area

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 reach it. Get started today by giving us a call or filling out the form below.



Employee 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. Our client-focused team assists Companies and Individuals in finding the best business solutions.

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