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Investments & Retirement

As a full service financial services, Alpha Management has access to a full spectrum of investing opportunities and carefully matches investment strategies to your goals, risk tolerance, time frame and comfort level. Further, we do not and will not pass your hard-earned dollars off to a third-party money manager. Your account is managed in-house, allowing us to make any appropriate changes with agility, speed and accuracy.

As an independent, fee-based financial advisors advisory team, we are affiliated with no investment companies and are under no obligation to recommend financial vehicles or strategies other than those that are appropriate for you. Our only priority or obligation is to you and your needs and expectations.

Investment opportunities and strategies include:

  • Comprehensive Retirement Planning
  • Comprehensive Income Planning
  • Comprehensive Tax Planning
  • Comprehensive College Planning
  • Social Security & Medicare Planning
  • Charitable Giving
  • Legacy Planning
  • Individual stocks
  • Individual bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Real Estate Investment Trusts
  • Variable & Fixed Annuities
  • Options
  • Business Development Companies
  • Employer 401K, SEP, SIMPLE IRA and Solo 401K

All clients have access to user-friendly online websites for full tracking and reporting of their accounts.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  719.358.7116