Financial Planning

There is a common misconception that you need to have an excess of wealth to gain any value from working with a financial planner. That is NOT the case with Alpha Wealth Partners. Regardless of whether you are rebuilding your financial future, or have a great amount of wealth that needs managing, we can put together a plan to help you achieve your goals!

Financial Planning for Individuals & Families

We take a comprehensive look at your entire financial picture taking into account:

  • Cash Flow (Income and Expenses)
  • Tax Results
  • Investments
  • Risk Management
  • Education Planning
  • Retirement
  • Estate Planning

Financial Planning for Business Owners

Business owners face unique challenges—and opportunities—in terms of financial planning. Perhaps you’re considering moving into self-employment, recently started a growing business, or you’ve been working hard to grow your established business. Regardless of your situation, choose a financial planning strategy that takes advantage of your unique situation.

  • Business Category Consultation (Self Employed, LLC, S-Corp, Corporation)
  • Tax Benefits & Planning
  • Business Loan / Line of Credit Consultation
  • Employer & Employee Benefits (Health, Life, Disability, etc.)
  • Business Equity & Valuation Assessment
Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.

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