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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.



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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