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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 Strategies
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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Securities offered through LPL Financial, Member FINRA / SIPC. Advisory services offered through IFG Advisory, LLC, Integrated Financial Group and Gary Alpert & Associates 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.