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

Stay abreast of the stories and headlines that impact you.

The latest financial media

Latest Stories



The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Markets

Data provided and updated every 15 minutes by Yahoo/Google Finance


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.