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From Our Family to Yours

For the Charitably Inclined – Follow Your Passion

By [email protected] | May 10, 2022

Written by: Aaron Simpson | May 10, 2022 I’m frequently asked by clients, “Aaron, I want to give back, but outside of Salvation Army or my church, what are some…

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What Planning Means to Me

By [email protected] | April 22, 2022

Written by: Wendy Lange | April 22, 2022 I was fortunate to be able to be with my mother while she took her last breath, hold her hand, thank her…

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Recent Posts

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  • Different Types of Taxation in Retirement

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Phone: 440.519.0300

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31005 Bainbridge Road, Suite 6
Solon, OH 44139

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Disclosures

Form CRS

Privacy Policy

Terms of Use

Form ADV

Part 2A Appendix 1

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Alpha Planning’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Alpha Planning, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Alpha Planning’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Alpha Planning, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

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

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of 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.

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