People + Planning + Process = Success
We believe every relationship should start with a financial plan. This roadmap gives our clients the confidence to pursue their goals and focus on what matters most knowing that we are committed to keeping them on track. One of the key differentiators for our firm is how we keep our clients “on track”. At αlpha Financial Partners we have built a “seatbelt” for our client portfolios. Though we don’t advocate trying to time the stock market, we have identified key technical indicators to watch for that tell us when to step up our defense. When these indicators flash, we take action to deploy a direct equity hedge to reduce dramatic market downturns and equally important to take advantage of opportunities by buying stocks when the market “goes on sale” to accelerate the recovery process. This proven process helps our clients stay invested and focused on their goals knowing that we are not just going to sit on our hands when the market misbehaves and threatens what they have worked so hard to save for retirement.
Why Choose αlpha?
People
We are deeply credentialed professionals focused on excellence and service. We will always do our best to put your interest ahead of our own. Our core values are Integrity, Transparency, and Proactive Service.
Planning
Success rarely happens by accident. Whether you are a business owner who is trying to plan for their 3rd act, a young parent who is worried about funding their children’s education, or an employer who feels responsible to help get their employees “retirement ready”, we’ve been there and we have a plan to get you there.
Process
It has been identified that their are 13 wealth management issues that every individual of means must address. Once the plan is constructed, we have to work the plan. This comes down to implementation and accountability. We have found that even the most successful people leave major aspects of wealth goals unaddressed. As your personal CFO we identify those financial blind spots and address change as it comes to keep you on track and lead you to financial freedom.