Imagine if you needed surgery and discovered that none of the medical professionals in the operating room have ever met before and had never discussed your procedure. And worse yet, the surgeon, the anesthesiologist, and the nurses were all doing their work without communicating. Would you still move forward with your surgery?
Of course not, yet everyday people planning for retirement routinely put their life's savings in these disjointed types of situations. They have an investment plan that is independent of their tax plan that is independent of their estate plan, all handled by different professionals who are not communicating about a singular goal, strategy, or outcome.
Of course not, yet everyday people planning for retirement routinely put their life's savings in these disjointed types of situations. They have an investment plan that is independent of their tax plan that is independent of their estate plan, all handled by different professionals who are not communicating about a singular goal, strategy, or outcome.
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Investments, taxes, IRAs, 401(k)s, brokerage accounts, and benefit plans such as pensions and Social Security all come into play the day that you retire. Alpha 1 Tax & Wealth is founded on the idea that optimizing your wealth requires the different components of your plan to function together.
That's why we adhere to the philosophy of Better Together, because when it comes to your retirement you need everything to be coordinated with exacting precision.Get our complimentary guides! Part of working better together, is to educate you on top financial information to help you assess your current investment and retirement strategies.
That's why we adhere to the philosophy of Better Together, because when it comes to your retirement you need everything to be coordinated with exacting precision.Get our complimentary guides! Part of working better together, is to educate you on top financial information to help you assess your current investment and retirement strategies.
Alpha 1 Tax & Wealth was founded on the belief that investors would be better served if they had the benefit of coordinated advice. Unfortunately, the financial industry isn't set up that way and as a result, investors planning for their future are forced to seek the services of unaffiliated professionals.
At Alpha 1 Tax & Wealth, we believe the stress and concerns many retirees have about their ability to remain financially independent are preventable and fixable. Retirement shouldn't be spent worrying about whether your money is going to last. That's why we use sophisticated software to help more accurately illustrate your financial future.
Taxes are one of the single largest expenses we have, yet we spend so little time considering ways we can keep Uncle Sam out of our pockets. At Alpha 1 Tax & Wealth, we take an integrated approach to financial planning, one that includes tax minimization strategies, and we have the right professionals to help.
It's never a good idea to focus solely on building wealth without identifying risks. Wealth building isn't just about growing your assets; you must first protect what you have with a comprehensive risk management strategy incorporated into your retirement plan. When many individuals think of risk, a stock market crash comes to mind.
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