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Free Retirement Planning Kit

  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

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    Alpha Planning & Financial Services

    Alpha Planning & Financial Services works with friends and neighbors throughout Ohio to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

    With Alpha Planning & Financial Services, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

    Contact us at or call us at 440-519-0300 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.


    Jeff Cirino

    Jeffrey Cirino, CFP® is the founder and chief planner of the Alpha Planning Team. He has 23 years’ experience in the insurance and securities industries. Jeff has appeared on ABC, NBC, CBS, FOX and CNBC, and has been featured as a leading financial professional in Newsweek and Forbes, among other respected outlets. 

    Tune into Our Radio Show!

    The Alpha Planning Retirement Report:
    with Certified Financial Planner Jeff Cirino

    Saturdays at 7:00am
    Sundays at 6:00pm

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    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    This website is not a solicitation to sell insurance products. Please consult a qualified financial or tax advisor before committing to any strategy. Alpha planning and Jeff Cirino are Registered Investment Advisors with the State of Ohio Division of Securities.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.