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Plan

Committing to a clear, written plan is the first step toward achieving your goals.

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A good financial plan can bring discipline to spending, saving, giving, paying down debt or funding future goals. Our plans summarize your financial situation, make recommendations, allow for “what if” scenarios, and ultimately provide you with an estimate of how likely you are to achieve your goals.

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Planning Team

Planning Services

  • Our team includes four Certified Financial Planners   (CFP   )

  • Two of whom are NAPFA registered Financial Advisors**

  • One of whom is an Accredited Investment Fiduciary (AIF   )

  • Goal Setting

  • Cash Management/Budgeting

  • Tax Planning*

  • Investment Review & Planning

  • Estate Considerations*

  • Insurance Needs*

  • Education Funding

  • Charitable Giving

  • Retirement Planning

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*Alpha Omega Investment Advisor does not provide accounting, legal or insurance advice, but can make suggestions to review with your expert advisors or refer you to a specialist that does not compensate us for the referral.

**NAPFA is the National Association of Personal Financial Advisors

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