“Financial Planning for Life” is fluid and coordinated, with each piece accomplishing a specific task and supporting your overall financial plan. We work together to define and implement your personal plan to move you toward financial independence.
Alpers Financial Planning, Inc. provides services primarily through an open retainer relationship during which we address the following:
What matters most to you and your family? What experiences and goals are at the top of your priority list?
What lifestyle do you want prior to and during retirement? When do you want to retire, scale back your career, begin a second career, or reach financial independence to pursue causes that are important to you?
Are you investing your assets wisely for your short and long term goals? Do you use the optimum retirement plan strategies in your business for growth, stability, liquidity and tax savings opportunities?
Are you paying only taxes that are necessary and taking advantage of legal tax strategies? Are you eligible to build tax free retirement savings as well as tax deferred and what is the best way to do this? Do you maximize your small business savings plans?
Do you know what funds flow in and out of your household and your small business?
Are you confident that you, your family and your assets are properly insured?
Have you considered tax implications and structure of your Wills and/or Trusts as you consider your legacy?
How should you prepare for your children’s education?
Our Full Retainer clients should have a minimum of $350,000 in investable assets. Fees range from $4,000 – $30,000, including tax preparation and are based on the complexity of each client’s situation. We do not sell any products nor accept commissions of any type.
We also offer Limited Services including our AFP Financial TuneUps ($900).
To learn more about life-integrated financial planning and how our services would benefit you Contact us to schedule a no-cost initial consultation.