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Financial Consulting without Ongoing Investment Management

Financial Consulting includes the following services:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, restrictions
  • Asset Allocation
  • Portfolio Analysis and Optimization
  • Comprehensive Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Tax Planning Strategies
  • Insurance Analysis
  • Company Stock Option Analysis
  • Intergenerational Wealth Transfer
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan)

Services

CONTACT US

Don't hesitate to get in touch with us.

We would love the opportunity to become your trusted advisor.

Gary Alpert & Associates
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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