Alpers Financial Planning – Fee-Only, Tax Focused Financial Planning serving clients in Colorado Springs, Monument, Castle Rock and Parker.
Our Retainer Fee Minimum: $8,000 for comprehensive, tax focused financial planning (requires investment net worth above $600,000, and/or strategic tax preparation, business analysis and income producing assets)
Typical clients include:
Professional Couples who want detailed, unbiased advice and clear action plans for financial planning, taxes, investments and education savings. They often have goals such as reaching “financial independence” when they have options to consider such as scaling back work life, beginning a new business, philanthropic opportunities, and other outside interests.
Clients Near or in Retirement who have worked and saved for years and have important decisions to make: How many more years, if any, do they want or need to work? What plans do they have? What lifestyle can they live without worrying about running out of money? They want peace of mind, trusted fiduciary direction and financial advice to protect and grow their wealth.
Small Business Owners who want guidance on retirement savings options, business deductions, tax strategies, and how their business affects personal cash flow and retirement plans.
Women, Including Widows who want professional and trusted financial advice on how to preserve investments and reach secure retirement. They want investment guidance and clarity on how much to save and spend today and in the future. They may want an unbiased evaluation of real estate or other assets and how these fit into retirement and estate planning. They may be launching a second career and want advice on how long to work before retirement.
Fee-Only, Tax Focused Financial Planning
Our clients are looking for solid, unbiased financial advice and a plan that makes sense. They want peace of mind and a trusted fiduciary advisor to help implement steps towards financial health. This is what you can expect from Alpers Financial Planning: Financial Planning for Life. Learn More
Fee-Only Investment and Retirement Planning
Investment decisions can be counter productive if not in sync with your long term plan. Considerations such as investment choices, your age, net worth, goals, tax brackets, current needs, and the cost of investments factor into wise investment management. Building a solid portfolio that benefits from market upswings, weathers downswings and provides needed liquidity is individually specific.
Addressing these complexities from a Fee-Only (Fiduciary) perspective is our speciality. Fee-Only (Fiduciary) Financial Planners give unbiased advice. We are in the best position to give recommendations that put our clients’ interests first. Learn More
Tax Focused Planning
You don’t have a choice about paying legally owed taxes, but you can avoid the mistake of overpaying taxes by implementing wise tax planning. The IRS estimates that more than one billion dollars is overpaid in taxes each year. With tax laws changing every year, wouldn’t you rather see those funds in your savings accounts or put aside for retirement or other goals? Alpers Financial Planning believes making use of tax strategies is a significant piece of comprehensive planning.
Do you want to reduce your tax burden? Learn More