Joe Altamirano - Mutual of Omaha Advisors

Joe Altamirano - Mutual of Omaha Advisors Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. CA License No. 481259. 2.

Insurance Licensed in: AZ, CA, NC, OR, SC, TX, TN, VA. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Securities offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. 5. The third-party comments displayed are not verified, may not be accurate and are not nece

ssarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites.

401(k) regulations are complex – it’s possible to miss something that could put your company's retirement plan at risk. ...
06/27/2026

401(k) regulations are complex – it’s possible to miss something that could put your company's retirement plan at risk. I can help you simplify the process, reduce risk, and uncover smarter solutions for your business.

Is managing your company’s 401(k) plan becoming more of a headache than it should be? Let’s connect and explore options ...
06/17/2026

Is managing your company’s 401(k) plan becoming more of a headache than it should be? Let’s connect and explore options to simplify your company’s 401k plan—so you can focus on running your business, not chasing paperwork.

Can I afford to retire?That's the question.The answer isn't just about investments.It's about income.It's about your hom...
06/11/2026

Can I afford to retire?
That's the question.
The answer isn't just about investments.
It's about income.
It's about your home.
It's about protection.
It's about the legacy you want to leave behind.
Retirement works best when all the pieces work together.
If you're within 10 years of retirement, let's talk.
📞 (916) 461-2165
📧 [email protected]

Retirement isn't just about investments.Your income, housing decisions, protection strategies, and legacy goals all work...
06/11/2026

Retirement isn't just about investments.
Your income, housing decisions, protection strategies, and legacy goals all work together.
With over 20 years of experience in escrow, housing, and retirement-related planning, I help clients navigate the transition into retirement with confidence.
📍 Sacramento | Placer | El Dorado Counties
📞 (916) 461-2165

Has your company’s workforce been growing? As your workforce expands, it’s smart to revisit your company’s retirement pl...
06/07/2026

Has your company’s workforce been growing? As your workforce expands, it’s smart to revisit your company’s retirement plan. Let’s connect and make sure it still fits your team’s needs.

Have you planned for the unexpected? End-of-life expenses can take a toll on your legacy if left unaddressed. With the r...
06/02/2026

Have you planned for the unexpected? End-of-life expenses can take a toll on your legacy if left unaddressed. With the right planning and life insurance strategy, you can help protect your loved ones and ensure your assets are passed on as intended.

Contact me today to start your estate planning journey.

Learn More: https://mutualofomaha.co/4q8OB15

Choosing the right retirement plan for your company? Understanding the differences between plans can help you make the b...
05/28/2026

Choosing the right retirement plan for your company? Understanding the differences between plans can help you make the best choice for your business and your employees. Let’s break it down together.

The Hourglass Theory: A Smarter Way to Think About Wealth TransferImagine your wealth flowing through an hourglass — ass...
05/26/2026

The Hourglass Theory: A Smarter Way to Think About Wealth Transfer

Imagine your wealth flowing through an hourglass — assets accumulate over time, but how they pass through to the next generation depends on strategy. The Hourglass Theory helps visualize how to preserve, protect, and pass on your legacy efficiently.

Find out how to:
• Minimize taxes
• Maximize impact
• Maintain control

Want to learn how the Hourglass Theory can work for you? Let’s talk — contact me today!

Learn more: https://mutualofomaha.co/478TO0i

Estate Planning just got a SECURE upgrade. The SECURE Act changed the game — and your legacy deserves a winning strategy...
05/19/2026

Estate Planning just got a SECURE upgrade. The SECURE Act changed the game — and your legacy deserves a winning strategy. Learn how Mutual of Omaha’s SECURE Transfer Planning can help protect your retirement assets, minimize taxes and maximize what your loved ones receive. Smart planning = Lasting impact.

Watch how it works! https://mutualofomaha.co/4djWUD1

Let’s talk — contact me today!

Learn more: https://mutualofomaha.co/478TO0i

Thinking about switching your company’s retirement plan? Converting your company’s retirement plan could be easier than ...
05/19/2026

Thinking about switching your company’s retirement plan? Converting your company’s retirement plan could be easier than you think. I’m here to help guide you through it. Contact me to learn more.

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Sacramento, CA
95825

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