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Financial Consulting with Ongoing Investment Management

Annual costs include the following services:

Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
Comprehensive Financial Planning
Retirement Planning – Social Security Analysis and Retirement Landscape Reports
Education Planning
Estate Planning Strategies
Tax Planning Strategies
Insurance Analysis
Defined Contribution Asset Allocation (401(k) or Retirement Plan)
Regular Client Reviews
Portfolio Analysis and Optimization
Management of search process and investment selection
On-going monitoring of client’s portfolio and money managers according to their investment policy statement
Management Investment Fee
Monthly Statements and Quarterly Performance Statements
On-line access to Investment Accounts
Company Stock Option Analysis
Intergenerational Wealth Transfer

*Client pays all trading costs on accounts under $500,000

Services

CONTACT US

Don't hesitate to get in touch with us.

We would love the opportunity to become your trusted advisor.

Gary Alpert Financial Strategies
200 Ashford Center North, Suite 400
Atlanta, GA
30338 United States

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

Patty O’Toole
Phone: (770) 353-6357
Email: patty@garyalpert.com

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Securities offered through LPL Financial, Member FINRA / SIPC. Advisory services offered through IFG Advisory, LLC. a registered investment advisor. Integrated Financial Group, IFG Advisory, LLC and Gary Alpert Financial Strategies are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MD, MI, MN, NC, NY, PA, SC, TN, TX, VA, WI.