Michael Alvini felt that it was important to offer fee based financial planning to the public in order to differentiate himself from the mass quantity of life insurance and other commission driven salespeople holding themselves out to the general public as financial planners. As fee based financial planners, we believe that we are able to offer the independent advice to our clients that many of th
e commission based salespeople cannot. The typical client will be taken through the financial planning process which involves an initial consultation, data gathering, plan design, implementation, and quarterly plan monitoring services. The strategy presented to the client will be based on the client’s needs, goals, risk tolerance, and time horizon, and will not be designed around selling any particular product to the client. also has the ability to assist businesses in the implementation of employee benefit programs including *health, life, disability, long term care insurance and retirement plan (such as 401(k), SEP, Simple IRA).
*Health Insurance not offered through LPL Financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
