Get started in 3 easy steps:
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the Alpha Planning Process, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
Why Partner With a
CERTIFIED FINANCIAL PLANNER™ Professional?
You wouldn’t trust your health to a doctor with no credentials. So why trust your hard-earned money to somebody who isn’t a qualified CERTIFIED FINANCIAL PLANNER™ professional? As a CFP® professional, Aaron Simpson has undergone rigorous training and education in investments, tax planning, retirement planning and more, and he is held to high ethical standards that require him to put your interests first. Watch the video to see why working with a CFP® professional can help ensure your financial future is handled with the knowledge and experience you deserve.
Instant Download Want to know more about CERTIFIED FINANCIAL PLANNER™ professionals?
Download this guide to working with a CFP® professional.
Get to Know
Our Team
Discover how we help individuals and families achieve their ideal retirements.
Instant Download Are You Paying Too Much in Taxes in Retirement?
From changes in tax laws that could affect retirement accounts, shifts in health care policy impacting the costs of future care and broad economic changes that could influence the performance of the stock market, presidential elections inevitably bring about change and uncertainty. This guide explores:
- The impact of presidential elections on the stock market
- How campaign promises could potentially affect your finances
- How the years preceding elections can maybe provide some clues about their potential impact
Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
IN THE
MEDIA
Have you read our books?
Ten Keys to Retirement Ease
Retirement 20/20
The Skinny on How to Have a Fat Retirement
The Big Squeeze: How Baby Boomers Can Survive & Thrive in the New Retirement Frontier
New Book Release
