Home / Services / Financial Consulting without Ongoing Investment Management

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.



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

© 2022 Gary Alpert & Associates. All rights reserved.