Have you ever wondered what different titles and licenses held by “Financial Advisors” mean and what type of services and fees are affiliated with each? The link below leads to a good article published by Forbes that distinguishes between services, fees, licenses, designations and titles within the broad spectrum of “Financial Advisors.”
I am proud to say that Alpers Financial Planning, Inc. is a member of ACA (Alliance of Cambridge Advisors) and NAPFA (National Association of Personal Financial Advisors) . We are a Fee-Only, Fiduciary company, which means: For the Client – Always. Personally, this is the only way I could provide financial and investment advice.
We use a comprehensive process, analyzing all aspects of a client’s financial situation including how decisions and recommendations affect present and future goals. We stress client education while developing a client’s personal financial and retirement plan. We call it Financial Planning for Life. I encourage you to read more about our services on our website, highlighted in the contact information on this page.