You Deserve Experienced Retirement Guidance

As an investor, you’ve spent years building a solid financial foundation, and the time has finally come to transition from earning your wealth to living off it.

So, what comes next?

Many financial planners focus solely on building wealth, leaving how you spend your money once you stop working mostly unplanned. Investments are only part of a larger puzzle, and all the pieces of your plan must fit together.

It’s time to think differently

Is the advisor you’re working with right now helping you create a retirement roadmap complete with strategies on how you can work toward your specific goals? If not, it’s time to think differently.

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It’s time to think differently

Is the advisor you’re working with right now helping you create a retirement roadmap complete with strategies on how you can work toward your specific goals? If not, it’s time to think differently.

 

10 Questions You Should Ask Your Financial Advisor Right Now

Are you concerned your current retirement plan isn’t enough?

At Gary Alpert & Associates, we believe that wise choices and big decisions are best informed by second opinions, particularly when it comes to your financial well-being and plans for retirement. That’s why we offer a free, no-obligation second opinion review of your financial situation.

Gary Alpert & Associates
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone: (770) 353-6356
Email: gary@garyalpertandassociates.com

Gary Alpert, CFP®

Principal, Financial Advisor

I think trusting someone to manage your investments and financial plans is a huge decision.

At Gary Alpert & Associates, we recognize that wealth management is a serious business. We are cautious and thoughtful, always with an eye to your views and values. As a team, we offer high-touch, personalized service that strives to meet all your financial needs.

My promise to you is that I will personally oversee every detail of your financial plan. With my technical experience and comprehensive education, I hope to develop lifelong partnerships with clients and support them in all aspects of their financial journey.

Get a second opinion

Contact us to schedule your free, no-obligation second opinion review appointment today

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