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Financial Planning

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Investment Management

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401k & Retirement Plans

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Integrity

Integrity

As good people, we have a moral obligation to always do what is best for our clients. As a fee-only firm, we have a legal obligation to always act in our clients’ best interest – Fiduciary Responsibility.

Mutual Goals

Mutual Goals

At Alpha Financial, we help our clients avoid the conflicts of interest experienced with commission and fee-based firms. We share the same goals, and will only succeed when you succeed!

Transparency

Transparency

No one likes being surprised by their bills. That's why we keep it simple for our clients. As a fee-only firm, we charge a flat annual fee for our services, with no commissions or additional charges.

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