Meet with

Alpha Planning

Get started in 3 easy steps:

1. Discover

Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

2. Evaluate

Using the Alpha Plan, we’ll examine your current financial situation and determine your retirement needs.

3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

Consultation

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Contact Us

Solon - Headquarters

 

Phone: 440.519.0300

Address: 6325 Cochran Road, Suite 5
Solon, OH 44139

Independence

 

Phone: 440.519.0300

Address: 6100 Oak Tree Blvd., Suite 245
Independence, OH 44131