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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
Comprehensive Financial Planning
Retirement Planning
Education Planning
Estate Planning Strategies
Tax Planning Strategies
Insurance Analysis
Company Stock Option Analysis
Intergenerational Wealth Transfer
Defined Contribution Asset Allocation (401(k) or Retirement Plan)
Asset Allocation
Portfolio Analysis and Optimization

* Client administers investment changes and pays all trading costs.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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.