At Alpha 1 Tax & Wealth, we take an educational, team approach to retirement planning. Our advisors are licensed fiduciaries, which means they are required by license to put your best interests ahead of selling products or earning commissions. With our Retirement Gameplan strategy session, we work together to create a customized retirement plan designed to make sure you avoid the #1 fear of retirees…Running Out of Money. We focus on providing solutions, not on selling products.
When it comes to retirement, there is no such thing as a “One- Size-Fits-All” plan. Our skilled financial professionals will take the time to listen to your needs and goals, then work with you to create a plan that minimize risk and maximizes income. Too often, we find that many current and future retirees have no idea how much market risk they are taking or how high their fees are inside their portfolio. The combination can jeopardize your nest egg and create uncertainty in retirement.