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ALPHA PLANNING AND
FINANCIAL SERVICES, INC.
is located at:
33595 Bainbridge Rd.
Suite 201
Solon, Ohio 44139
440-519-0300
FINANCIAL SERVICES, INC.
is located at:
33595 Bainbridge Rd.
Suite 201
Solon, Ohio 44139
440-519-0300
| Jeffrey Cirino holds the following titles and registrations: Securities Registration: Registered Investment Advisor Firm CRD# 130842 Registered with the State of Ohio Division of Securities Alpha Planning and Financial Services, Inc. Registered in the State of Ohio Credentials: Certified Retirement Financial Advisor (CRFA) Certified Senior Advisor (CSA) Chartered Financial Consultant (ChFC) State of Ohio Insurance License: Life and Health |
Alpha Planning
and Financial Services, Inc.
and Financial Services, Inc.
Alpha Planning and Financial Services, Inc.
offers professional advice and guidance in the following areas:
- LIFE PLANNING
- FINANCIAL ADVICE
- INSURANCE PLANNING
- ESTATE & RETIREMENT ADVICE
- TRADITIONAL & ROTH IRA'S
- LONG TERM CARE
- FAMILY TRUSTS
- TAX PREPARATION
- MORTGAGES
Jeffrey Cirino is a well known financial educator and respected author in Ohio.
You may have seen his financial newsletter, The Alpha Letter. For 16 years, Mr.
Cirino has been teaching investors age 50+ how to preserve their assets,
increase their income up to 30%, and reduce income taxes up to 50%.
Hundreds of investors have used his advice to wisely invest millions of dollars in
order to help them grow their assets and pay less in income tax. He is regarded
as a local expert in the financial risks and opportunities of retirement. Jeff is also
a member of the Society of Certified Retirement and Financial Advisors (CRFA),
an elite group of advisors who specializes in the unique needs of pre and post
retirees. Jeff is one of 8,000 Certified Senior Advisors (CSA) in the U.S. To
become a CSA, he successfully completed a 20-part program proving his
expertise in many areas including senior housing, health issues, and of course,
senior finances. He has also been awarded the Chartered Financial Consultant
(ChFC) designation by the American College of Financial Planning, evidencing
his expertise in financial and estate planning, asset protection, income taxes,
and retirement planning.
You may have seen his financial newsletter, The Alpha Letter. For 16 years, Mr.
Cirino has been teaching investors age 50+ how to preserve their assets,
increase their income up to 30%, and reduce income taxes up to 50%.
Hundreds of investors have used his advice to wisely invest millions of dollars in
order to help them grow their assets and pay less in income tax. He is regarded
as a local expert in the financial risks and opportunities of retirement. Jeff is also
a member of the Society of Certified Retirement and Financial Advisors (CRFA),
an elite group of advisors who specializes in the unique needs of pre and post
retirees. Jeff is one of 8,000 Certified Senior Advisors (CSA) in the U.S. To
become a CSA, he successfully completed a 20-part program proving his
expertise in many areas including senior housing, health issues, and of course,
senior finances. He has also been awarded the Chartered Financial Consultant
(ChFC) designation by the American College of Financial Planning, evidencing
his expertise in financial and estate planning, asset protection, income taxes,
and retirement planning.
| Jeffrey P. Cirino Registered Investment Advisor CRFA, CSA, ChFC President of Alpha Planning and Financial Services, Inc. |
At Alpha Planning and Financial Services our team and strategic partners include
a Certified Public Accountant and several Licensed Wealth Management
Attorneys. Additionally, we have a Medicare and Long-Term Care Specialist to
provide a complete resource for our retired and pre-retired clients.
Our managed money history shows we know how to accumulate wealth for people, but
"accumulation" is only one of the three phases that occur throughout your lifetime. Most
planners focus on promises of returns, but at Alpha Planning we address all three phases
of what is important to those 50 and over:
During this stage of life, you work and live, save and invest, insure and worry, raise your
family and dream. Through proper planning, we will help you accumulate the necessary
finances to make your dreams into a reality.
As retirement approaches, people become more concerned with keeping what they have,
taking less risks and enjoying what they've earned. We're experts in showing you how to
do this while maintaining your desired standard of living.
Unfortunately, this is the least planned for stage of life - the end of one's life. Unwillingness
to face our own mortality costs the people we love a lot of money, time, and aggravation.
We can help you devise a simple plan that will literally pass your assets along tax-free to
your heirs.
a Certified Public Accountant and several Licensed Wealth Management
Attorneys. Additionally, we have a Medicare and Long-Term Care Specialist to
provide a complete resource for our retired and pre-retired clients.
Our managed money history shows we know how to accumulate wealth for people, but
"accumulation" is only one of the three phases that occur throughout your lifetime. Most
planners focus on promises of returns, but at Alpha Planning we address all three phases
of what is important to those 50 and over:
During this stage of life, you work and live, save and invest, insure and worry, raise your
family and dream. Through proper planning, we will help you accumulate the necessary
finances to make your dreams into a reality.
As retirement approaches, people become more concerned with keeping what they have,
taking less risks and enjoying what they've earned. We're experts in showing you how to
do this while maintaining your desired standard of living.
Unfortunately, this is the least planned for stage of life - the end of one's life. Unwillingness
to face our own mortality costs the people we love a lot of money, time, and aggravation.
We can help you devise a simple plan that will literally pass your assets along tax-free to
your heirs.
