Alpha Planning is a wealth coaching firm dedicated to helping our clients discover and achieve their true purpose for money.
Alpha Planning offers a variety of seminars to help educate our clients. Click the button below to learn more about our upcoming events!
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At Alpha Planning, we strive to always be available for our clients. Feel free to contact us if you have any questions.
Here at Alpha Planning...
Alpha Planning is dedicated to helping our clients define and achieve their dreams and experience financial peace of mind.
REDUCE YOUR RETIREMENT LEARNING CURVE TO ZERO
Studies show it takes 10,000 hours to be considered an expert at any skill. At Alpha, we’ve accumulated over 20,000 hours over 22 years of skill-building and experience. We can reduce your retirement learning curve to zero.
Do you want to go it alone? Studies also show retirees have greater peace of mind and increased longevity when they have a real financial plan.
In my book, The Skinny on How to Have a Fat Retirement, I wrote that when a person reaches 50-55 or so, they become a different type of investor whether they realize it or not. Why do I say this?
It is because at this age you have the last third of your life to live. So what’s different about it?
At these ages, less time is in front of you than behind you. Also, this last third of your life may be challenging physically and mentally for you or your spouse.
It is imperative a person or couple should get 100% truth on what are the best options of how to not outlive their money. And it is also better if you do the planning now rather than later when your mistakes may be too late to fix.
For those nearing or in retirement, financial and income planning can be very stressful due to the numerous unknowns involved with solutions not readily available.
Social Security elections, pension options, income from assets, taxes, and estate are just some of the complex issues that you can gain clarity through our proven process. Only then you can remove as many unknowns as possible going forward.
The Alpha Team understands how stressful financial matters can be our process and we use plain language, supportive educational materials, and monthly client coaching meeting to continually educate investors on what their money is doing and why.
Feel free to browse our free educational resources, our conference dates, or our investor video collection.