Because the game of retirement has many working parts.
Investments, taxes, IRAs, 401(k)s, brokerage accounts, and benefit plans such as pensions and Social Security all enter the playing field on the day that you retire. Our firm is founded on the idea that you only stand to gain when the different components of a plan function together like the individual players on a team. At Alpha 1 Tax & Wealth, we offer all new clients a no fee, no obligation planning session called the “Alpha 1 Retirement Gameplan”.

Get your customized playbook

Step 1:
Schedule an Appointment
Take advantage of our FREE Retirement Gameplan review. One of our dedicated advisors will take the time to listen to your needs and goals, and then personally guide you through the process of setting up a coordinated strategy. Our advisors are held to a fiduciary standard which means we always put your best interests first.
Step 1:
Step 2:
Social Security Planning Report
As the largest source of guaranteed income for most retirees, Social Security doesn’t get nearly the attention it deserves in the planning process. Our proprietary software will show optimal claiming strategies if you haven’t yet filed, with projections to help maximize your lifetime benefits and minimize taxes owed, even if you have already filed.
Step 2:
Step 3:
Retirement Income Analysis
After reviewing Social Security options, the next step is looking at your income goals to make sure you avoid the #1 fear of most retirees: running out of money. If you already have a plan, we will review your current strategy and give it a stress test. If you need to create a new plan, we will guide you through the process.
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Step 4:
Comprehensive Portfolio & Risk Review
Retirement is a long game that can span 20 years or more, yet many advisors overlook the risk of excessive fees and tax inefficiencies that over the years can put a drain on your portfolio. At Alpha 1 we work with a team of advisors to address all areas of your plan, with annual or quarterly reviews to make sure that your're still on track for success.
Step 4:

Schedule your Retirement Gameplan strategy session with us today!

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