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.