Meet Pamela Altman
Retirement Architect
Pamela Altman is an experienced retirement specialist, who is known for helping, educating, and supporting clients. She focuses on developing strategic investment plans to reach their future financial and lifestyle goals. Pamela is currently working toward a securities license. She is applying her knowledge and skillset in her role as a trainer and a leader at IWEG.
- Your Retirement Architect
Services
Now serving clients across the country, using technology to offer convenient access, tailored support, and financial education wherever you are. We guide you through every stage, from building retirement savings to estate planning to tax-smart wealth strategies.
Get guidance to help you plan your financial future and legacy.
Retirement and Wealth Planning
We design a personalized roadmap for financial security and retirement, whether you’re just starting out or already saving.
Tax-Free and Estate Strategies
We work in collaboration with trusted legal and tax partners to build smart, tax-efficient plans.
Pension and Investment Analysis
We evaluate and review your pension options, retirement accounts, and investments to help you choose the right mix for growth, income, and stability.
Cash Value Life Insurance Solutions
We believe life insurance can do more than protect. When structured thoughtfully, it can support retirement, provide liquidity, or offer a safety net for unexpected events.
Trusts and Wills
We help ensure your assets, wishes, and loved ones are protected no matter what comes.
Capstone Health & Wellness
Employee Benefit Solutions by Pam Altman
Capstone is a preventative health and wellness program designed to help manage out-of-pocket healthcare expenses while supporting financial efficiencies for employers and employees.
Program Benefits
- Unlimited Virtual Health Benefits
- Primary Care
- Urgent Care
- Behavioral Health
- Chronic Disease Management
- Smoking Cessation
- Health Education
- Care for the Whole Family
Program Highlights
- Proactive Health Management
- Avg. $500 Savings Per Employee/Year
- Realized By Business
- Avg. $100 Savings Per Employee/Month
- Realized By Employee
- Triple Indemnity Guarantee
- No Net Cost
Videos
Pamela Altman Discusses Retirement Strategies For Teachers
Your study guide for retirement!
Join Chris Longworth and Pamela Altman every week for insights on the financial landscape as well as concepts and strategies he uses to help clients adequately prepare for retirement, and it is all with the purpose of education. We use the approach of teachers to give you the confidence you need to pass each test as it comes. We’ve seen the test, and we know the answers. Now, we want to share them with you!
Each episode is available on demand on your favorite podcast platform.