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Here’s our story. We look forward to hearing yours.

At Alpha Planners, our sole focus is YOU.

Alpha Planning is a financial services firm serving northeast Ohio that focuses on the needs of pre- and post-retirees. Founded in 1993, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

Why choose Alpha Planning & Financial?

Surveys of affluent Americans consistently tell us that their major frustration is that their advisors should be more proactive about future issues that might affect their financial wellbeing. Alpha Planning & Financial keeps clients informed on the latest changes to laws, regulations and economic trends that may affect their financial futures.

Each investment product has a place and a specific purpose where it may fit properly into someone’s retirement planning, but without a complete review of your personal situation, risk tolerance, income needs, tax situation, long-term care needs and estate and charitable desires, no one can or should have an opinion on whether a specific product is right for you. Your first step should be discovering your true needs and desires, not what investment product to choose. You should always discover your needs and build a plan first, before choosing investment products

Our simple, easy-to-understand 3-Step Review is a great way of helping you get a handle on your true needs and desires and whether or not your current financial strategies match up with your concerns and current situation.

Some financial advisors focus only on helping you accumulate assets. Your accountant likely looks back through Dec. 31 to help you correctly pay your taxes. Our job is to help you look forward and cut future taxes and help you avoid financial problems in your retirement years and in your estate plan.

Here are five critical questions for any financial advisor to help you determine if you need further review of your strategy:

1. Have you adequately reviewed my personal financial situation to make sure this recommendation is in my best interest?

2. How will your plan affect my tax return each year and what future tax issues may concern me?

3. How will your plan affect my income and liquidity needs in the future?

4. How does your plan match up with my risk comfort level?

5. How will your plan affect the transition of my estate to my heirs?

Our 3-Step Review helps assure that these questions and many others are answered in your best interest.

To schedule a time to discuss your financial future, contact us at  jeff@alphaplanners.com or call us at 440-519-0300 today!

Looking after your best interest.

We understand how important it is for you to be able to trust your Certified Financial Planner – particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted financial advisor you can count on to give you the news straight and always look after your best interests.

That trusted team of advisors is Alpha Planning. We are experienced, responsive and understand your need for integrity and transparency.

Alpha Planning’s mission is to preserve and grow our clients’ wealth in the most tax-efficient manner, while providing reliable income streams that cannot be outlived.

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.

Retirement Kit

Request our retirement kit that addresses several topics you should consider when planning your retirement.
  • 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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    *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.