Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
Call Us Call Us
 

Meet Founder of the Alpha Planning Team:

Jeff Cirino
MBA, CFP®, EA, ChFC, CLU

Jeff has been a well-known fiduciary advisor for nearly twenty-five years. In addition to giving year-round workshops on Social Security, Tax Planning, and Investments, he has been heard frequently on radio stations WTAM 1100 and WHK 1420 in Cleveland-Akron Ohio. In that time, he has focused his firm and developed his team’s skills using advanced planning concepts, focused primarily on clients nearing or already in retirement. Jeff has great passion the challenge of helping usher people through the complex process of the retirement transition and understands the confusion and stress people may sometime feel, when approaching financial issues at this important phase of their lives.

Throughout the years of growth for his firm, he has written three books, “The Complete Guide to College Funding” (2003), “The Skinny on how to have a Fat Retirement” (2013) and his latest work “The BIG Squeeze, How Boomers Can Survive and Thrive in the New Retirement Frontier” (2017).

Also throughout this time Jeff achieved and has maintained through continuing education the following academic and professional designations:

Even though Jeff and his team have a lot of technical knowledge, he is very focused on explaining complex financial concepts in plain English and in ways anyone can understand. Jeff feels there is too much avoidable confusion in the industry and he truly is always looking for ways to break important things for the “everyman or everywoman.”

Jeff is a life-long accomplished pianist and guitarist and he lives in Brecksville with his wife Elizabeth and sons Reese and Foster. The family is very active as volunteers for several charities as well as the Cuyahoga Valley National Park.

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

Tune In

Jeff can be heard on
WTAM 1100 and AM1420
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

services we offer

attend a class

request a consultation

Privacy Policy | Terms

*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.