Our Philosophy
At Out of the Box Financial, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.
Plan a Comfortable and Secured Retirement
We believe that although peace of mind is not for sale, it can be achieved with efforts and planning for a comfortable and secure retirement. The key is to build trustworthy relationships with professionals who educate you about retirement options while offering proven real world solutions that work for your individual retirement needs and concerns. As professional advisers, we believe you have the right to:
- Receive relevant advice and information from well-educated and experienced advisors
- Be fully informed and educated about all of your retirement financial options
- Have a sincere professional explain, clarify, and simplify your choices
- Have an honest up front “both sides of the coin” explanation with full disclosure
- Be offered ideas and solutions that work in the real world
- Never be pressurized into making quick or uninformed decisions
- Receive continued and ongoing personal service throughout your retirement years
- Keep all financial affairs completely confidential from others
- Have all information presented based solely on truths and facts
Schedule Your Appointment with
Daniel Altwegg
Today!
Phone (612) 327-9249
Disclaimer
Out of the Box Financial (OTB) is a financial services firm helping clients prepare for retirement and business succession through the use of insurance and annuities. OTB does not offer investment products or advice, and is not affiliated with the Social Security Administration or any other governmental agency. Insurance and annuity returns are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risks, including possible loss of principal. OTB is not a registered broker/dealer. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. By contacting our company, you may be offered information regarding insurance and fixed index annuity products.