When Everything Works Together, Everything Works Better.
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WHY ALPHA 1
Imagine if you needed surgery and discovered that none of the medical professionals in the operating room have ever met before and had never discussed your procedure. And worse yet, the surgeon, the anesthesiologist, and the nurses were all doing their work without communicating. Would you still move forward with your surgery? Of course not, yet everyday people planning for retirement routinely put their life’s savings in these disjointed types of situations. They have an investment plan that is independent of their tax plan that is independent of their estate plan, all handled by different professionals who are not communicating about a singular goal, strategy, or outcome.
At Alpha 1 Tax and Wealth we believe there’s a better way, and when it comes to your retirement you deserve the very best level of care. That’s why we make the most important plan of your life, the most important thing we do. And it starts with our Vertically Integrated Planning process. Our VIP process provides everything you need for retirement planning right here, in-house. We own the Wealth Management firm with some of the industry’s most respected Portfolio Managers. We own the insurance distributor that can offer a wide range of insurance solutions from some of the largest insurers in the world. And, with an in-house CPA, and alliances with estate planning attorneys, we guide you through some of the most important tax and estate planning issues that need to be decided.
We plan and execute each aspect of your retirement plan so that all the elements work in harmony to produce maximum effectiveness. We do this because when everything works together, you have the best chance for a successful outcome.
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RETIREMENT GAMEPLAN RADIO
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. Listen to Retirement Gameplan Radio, on KNUS 710 Sundays at 9:00am.
ALPHA 1’s USEFUL FINANCIAL GUIDES
Get our complimentary guides! Part of working better together, is to educate you on top financial information to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight guides helpful. We’re here to answer your questions and help build a fully integrated retirement plan.
A MESSAGE FROM PARTNER
TERRELL DAVIS
Why would an NFL Hall of Famer start a retirement planning company?
When you are in the public eye, you constantly get approached with the next great idea to invest in, mostly by opportunistic people trying to line their pockets. As I approached retirement and learned more about the financial business, I realized it can be confusing with all sorts of financial “experts” trying to convince you to “invest” with them, when they are really just selling product to make a commission. Then, I learned about “Fiduciaries”, who are required by license to put your best interests first. Most importantly, they are truly “Advisors”.
At Alpha 1, we take a hands-on, educational approach to retirement planning and build customized plans fit for your goals and needs. Join my team at Alpha 1 today!
