Alloy Wealth Management offers complimentary written financial plans, which are comprehensive overviews of financial goals, and the steps you need to take to achieve them. Financial goals need to be specific and measured. Forget about winning the lottery, they also need to be achievable. For example, setting a goal to build an emergency fund from $7000 to $10,000 in the next 6 months is a goal that is achievable, specific, and measured.
Once you contact Alloy Wealth for a written financial plan, one of our fiduciary financial advisors will speak with you to get a true picture of your current finances and discuss your goals. Your plan will be customized to your unique situation and touch on income planning, advanced tax planning, Roth conversions, and how to navigate market volatility and rising inflation.
Our founder and CEO, Mark Henry, became passionate about retirement planning after his father lost over half his money on a day that became known as “Black Monday”, the stock market crash of 1987. So, at Alloy Wealth, we prioritize helping clients navigate financial planning decisions. If you have questions, or would like to receive a complimentary written financial plan, call 800-689-3935