Alpha Planning & Financial Services

Alpha Planning & Financial Services Alpha Planning places a great emphasis on risk reduction and risk management. We utilize a balanced approach to preserving and growing client assets.

This balance is achieved through a combination of "principal protected" assets that carry zero market risk, offset with the careful management of stock market holdings managed "real time". Maximum diversification is accomplished with a core design called the "7Twelve". This design has outperformed 95% of all balanced mutual funds and even qualifies as a (QDIA) Qualified Default Investment Alternative by the Pension Protection Act of 2006.

Address

Solon, OH
44139

Telephone

+14405190300

Website

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