Financial and Tax Planning
Our financial services include a financial review of your needs and your assets and develop a financial plan which will guide you to work towards your financial success. We will propose investment strategies designed to meet your short-term and long-term goals.
As an independent firm we work for you and not a product sponsor following the firms guiding phrase, “Clients first… without compromise”. This enables us to find the best options from the various financial products tailored to your individual needs. In addition to individually tailoring your plan and strategy, our financial advisors will look for ways to save you fees on your investment accounts and your existing insurance policies.
We offer full-service tax planning services year-round to meet your tax preparation needs. We work with individuals and small businesses to maximize your returns and to minimize your tax liabilities.
Below is a list of some of the services we offer. We look forward to working with you to meet your financial success.
Alpha Financial Services
Minnesota Center
7760 France Avenue
Suite 1108
Edina, Minnesota 55435
Office: 952.953.9698
Fax: 952.953.2924
INVESTMENT PRODUCTS
- Brokerage Accounts
- Managed Accounts
- Unified Management Accounts (UMAs)
- Mutual Funds
- Exchange Traded Fund (ETFs)
- Real Estate Investment Trusts (REITs)
- Unit investment trusts (UITs)
- Annuities
- Stocks
- Bonds
- Certificates
RETIREMENT PLANS
- 40l(k)s, 403(b)s, and 457
- 401(k) Rollovers
- SEPs and Simple Plans
- Traditional IRAs
- ROTH IRAs
- Rollover IRAs
INSURANCE
- Life (Term and Permanent)
- Health (Individual and Group)
- Disability (Short and Long-Term)
- Long-Term Care (Individual and Group)
TAX SERVICES
- Tax Preparation (Individual and Small Business)
- Review
- Estate Tax Planning
- Asset Protection
COLLEGE SAVINGS PLANS
- 529 College Savings Plans
- Coverdell Education Saving Accounts (CESA)
ESTATE PLANNING — Offered by Miller Legal Strategic Planning Centers PA
- Wills
- Succession Planning
- Living, Family, and Charitable Trusts
Miller Legal Strategic Planning Centers is not affiliated with Securities America or Alpha Financial Services.
Please call one our financial advisors to schedule your no obligation financial review.
Meet Our Investment Advisors
Click on any photo below to learn more about each member of our team.
