Alpha Planning

In the Media

Have you read Jeff’s books?


The Skinny on How to Have a Fat Retirement

In the age of information overload, it can be hard to find trustworthy financial advice. In this book, Jeff draws on his 25-plus years in the financial industry to give you the skinny on:

  • Risk and your retirement
  • The fees and costs associated with mutual funds and variable annuities
  • The 5 questions you should ask any financial advisor

The Big Squeeze: How Baby Boomers Can Survive & Thrive in the New Retirement Frontier

Increasing life spans. Inflation. Medicare costs and coverage. Changes to Social Security policies. Today’s retirees and pre-retirees face challenges that their grandparents did not. But that doesn’t mean their retirements have to be any less fulfilling.

In “The Big Squeeze,” Jeff walks you through the challenges of retiring in today’s world and how to prevent them. You’ll learn to better structure your finances to address:

  • Long-term care expenses
  • Unpaid Medicare costs
  • Inflation
  • Long life spans

The Next Step?


For more information about any of the products and services we provide, schedule a meeting today or register to attend an event.


Or give us a call at 440.519.0300