Alpha Planning & Wealth Management

Alpha Planning & Wealth Management Alpha Planning is a fiduciary financial services firm serving northeast Ohio that focuses on the needs of pre- and post-retirees.

Advisory Services offered through Alpha Planning as an Investment Adviser registered with the U.S. Securities and Exchange Commission. As an independent firm, we are able to focus on customizing a comprehensive retirement plan personally suited to each clients individual risk, income needs and goals by utilizing the best market strategies and insurance products available. Information on this page

is for informational purposes only and does not constitute an offer or solicitation, or investment advice. Followers should not construe any posts as a recommendation to buy or sell any security. We do not provide investment advisory or brokerage services, or accept orders or instructions via Facebook or other social media platforms. Please do not post personal, account, or confidential information here. Interactions, including “likes” or comments, are not and should not be construed as endorsements or testimonials. Third-party links or content do not constitute endorsement and are not verified for accuracy by Alpha Planning. For your privacy and protection, please contact us directly at https://alphaplanners.com/ or 440-519-0300 for account-specific questions or to conduct business.

07/14/2026

A FREE 3-part guide for your journey ahead.

07/07/2026

This checklist is for you.

07/02/2026

🥩🦞 Savor the Alpha Flavor! 🦞🥩
JT is serving up a recipe that’s shore to impress and will have you “steaking” your claim on dinnertime greatness. Get your surfboards and steak knives ready—this Surf & Turf with Creamy Peppercorn Sauce is a total catch!

Lobster Boiling Instructions:
1️⃣ Fill a large lobster pot with water—use three quarts per 1.5 lbs of lobsters. Make sure they’re totally submerged!
2️⃣ Add 1/4 cup sea salt for each gallon of water. (1 gallon = 4 quarts)
3️⃣Bring the salted water to a rolling boil.
4️⃣Carefully add live lobsters one at a time (use gloves or tongs). Do not cover.
5️⃣Stir the lobsters halfway through boiling.
6️⃣Lobsters are ready when their shells turn bright red. After cooking, place lobsters in cool water or let them stand for 3-5 minutes before serving.

Pan-Seared Steak with Garlic Butter:
• 2 lbs New York Strip, Ribeye, or Top Sirloin Steaks (1 to 1.25” thick)
• 1/2 Tbsp vegetable oil (or other high-heat oil)
• 1 1/2 tsp sea salt
• 1 tsp freshly ground black pepper
• 2 Tbsp unsalted butter
• 2 cloves garlic, peeled & quartered
• 1 sprig fresh rosemary

1️⃣ Pat steaks thoroughly dry with paper towels.
2️⃣ Just before cooking, generously season with salt and pepper.
3️⃣ Heat a cast iron pan until hot. Add oil over medium-high heat and swirl to coat.
4️⃣ Add steaks and sear 4 minutes per side for a nice brown crust. Use tongs to sear edges for 1 minute each.
5️⃣ Reduce heat to medium. Immediately add butter, garlic, and rosemary. Spoon butter sauce over steaks for another minute.
6️⃣ Remove steak, tent loosely, and rest 10 minutes before slicing into 1/2" strips. Spoon over extra butter sauce!

Creamy Peppercorn Sauce:
• 2 Tbsp salted butter
• 1 clove garlic, minced
• 1 Tbsp peppercorns, crushed
• 1/2 cup whiskey, cognac, or brandy
• 1 cup low-sodium beef broth
• 1 cup heavy whipping cream

1️⃣ Melt butter in a skillet, sauté garlic until fragrant (don’t brown it).
2️⃣ Add crushed peppercorns and stir until aromatic.
3️⃣ Pour in whiskey/cognac/brandy; reduce by half or more, about 2-3 mins.
4️⃣ Add beef broth, bring back to a simmer and reduce by half.
5️⃣ Add heavy cream and simmer 10-15 mins, stirring occasionally, until slightly thickened.
6️⃣ Season to taste with salt and pepper!

Stay tuned for more delicious discoveries with Savor the Alpha Flavor.

📝 Planning for retirement? Download this free Retirement Checklist to help organize your goals and get started on the ri...
06/30/2026

📝 Planning for retirement? Download this free Retirement Checklist to help organize your goals and get started on the right path. The checklist provides general guidance- your needs may vary. For advice tailored to your situation, consult a qualified professional.

Use this FREE checklist to help kickstart your work-free life.

Big things are happening in Aubrie’s playroom! Aubrie has been busier than ever with new adventures, exciting updates, a...
06/09/2026

Big things are happening in Aubrie’s playroom! Aubrie has been busier than ever with new adventures, exciting updates, and enough giggles to fill a toy box. Hop, skip, and jump over to her latest post!

Howdy Alpha family! Wow, what a year it’s been! I’ve got a bundle of updates to share with you. Get ready for some serious smiles! Mermaid Mission: Girls, Giggles, and Sunshine! I went on a girls-only adventure to Indian Rocks Beach, Florida with my mom and grandma (or Memaw, as…

05/28/2026

🍫🥣 Savor the Alpha Flavor! 🥣🍫

Sweet news! Our newest team member, Nick, is already bringing something special to the table. His mom, Ann, is sharing her famous recipe that’s guaranteed to make your day a little sweeter- Ann’s Famous Chocolate Chip Cheesecake Bars! Get ready to be the most popular person at any gathering!

Ingredients (Makes 24–32 bars):
• 2 packages Nestlé chocolate chip cookie dough, softened
• 2 (8oz) packages cream cheese, softened (1/3 less fat is A-OK)
• 1 cup sugar
• 2 eggs

Directions:
1️⃣ Spray a 9x13 baking dish with non-stick spray.
2️⃣ Press one package of cookie dough along the bottom to form the crust.
3️⃣ In a mixing bowl, beat cream cheese, sugar, and eggs until smooth.
4️⃣ Spread the cream cheese mixture evenly over the crust.
5️⃣ Crumble the second package of cookie dough on top, then press it down gently.
6️⃣ Bake at 350°F for 35–40 minutes, or until a toothpick in the center comes out clean.
7️⃣ Cool on a wire rack, then refrigerate for best flavor and texture.
✨ Pro tip: These bars always “raise the bar” at parties!

So glad to have you (and your family recipes) on the Alpha team, Nick!

04/30/2026

🥣 Savor the Alpha Flavor! 🥣

Aaron is sharing his family’s legendary Chile Con Queso Dip recipe to kick up your snack game! This dip is nacho ordinary cheese; it’s so good, you’ll be chip-happy and queso-ing for more!
🌶️🧀 CHILE CON QUESO DIP 🧀🌶️
Ingredients:
Velveeta Cheese, large block (use as much as you want)
1 bag Grated Mexican Blend Cheese (equal to Velveeta)
~1 TBSP Onion, finely chopped
Milk or Half & Half, about ½ cup (use more or less to get the dip as thick or thin as you like)
1 large jar Green Chile (505 brand works great!)

Directions:
1️⃣ Cut Velveeta into small squares—it’ll melt faster!
2️⃣ Toss everything into your Crock Pot or Instant Pot.
3️⃣ Melt on low, stirring occasionally so it doesn’t burn.
4️⃣ Thin with milk or half & half until it reaches your perfect dippable consistency.
5️⃣ Grab your favorite chips & DIG IN!

Stay tuned for more crave-worthy Alpha Planning classics!

Address

31005 Bainbridge Road , Suite 6
Solon, OH
44139

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14405190300

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