When you work hard at your career, you tend to develop distinct, personal financial goals. Those goals, however, are often about much more than a financial number to save up. Instead, these goals translate into what brings your life joy: retirement, travel, quality education for your children, a second home or cabin, or perhaps leaving a legacy far into the future. They’re your dreams and goals. Together, we will create a plan to help take them from goals to reality.
Alpha Financial focuses on what’s important to your family and business: not on selling products. We’re proud to offer a full range of services, from financial planning to personal and business taxes and employee benefits. Financial challenges are offered a custom solution geared toward your long-term goals. For your convenience, we bring our services to YOU. We can come to your home, meet at your favorite coffee shop, or at our Edina, MN office.