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Let us help you retire in comfort!
Retirement can often be one of the messiest times of a business owner’s life – so much so that many often opt out of retirement entirely. This is not how it has to be! Watch the video below for more information about how our knowledge can help guide you to the comfortable retirement you deserve.
HERE’S HOW WE CAN HELP
We can help you identify and execute specific business strategies such as succession planning, risk management, and transitioning for retirement. Succession planning ensures a smooth transfer of leadership and ownership within the company, identifying potential successors and implementing strategies for a seamless transition. Risk management evaluates and mitigates potential risks, protecting assets and ensuring business continuity. Transitioning for retirement involves creating a clear exit strategy, exploring options like selling the business or passing it on to family members, and securing financial stability for the owner. By addressing these aspects, businesses can establish a strong foundation for long-term success, protecting their interests and ensuring a secure future.
Some Clients may need to complete a transaction to place a specific product to help pursue their financial goals. In some cases, our clients may already have a financial plan; therefore we help facilitate a product transactionally.
Fee-Only Financial Planning
Everyone runs out of time and capital before they run out of opportunities they want to pursue. Comprehensive ongoing fee-only financial planning offers our clients continual planning to ensure they pursue the most effective and crucial financial goals.
What financial tools are you not taking advantage of?
Regardless of the financial season that you currently find yourself in, Alpha Capital Strategies offers strategies that can help you find and pursue your greatest financial opportunities. As a firm of independent financial professionals, we can offer an extremely wide range of services to families and business owners alike, including:
- Holistic, Fee-Based Financial Planning
- Risk Management
- Business Planning
- Tax Planning
- Succession & Legacy Planning
- And so much more!
6213 98th Street
Lubbock, TX, 79424
Mon-Fri: 9am – 5pm
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Alpha Capital, LLC, a registered investment advisor. Alpha Capital, LLC and Alpha Capital Strategies are separate entities from LPL Financial. Alpha Capital Strategies LLC and the “logo” are registered trademarks. This material is for educational purposes only and not intended as a recommendation for any particular product, and is not intended to provide, and should not be relied on for, accounting, legal, investment, or tax advice. Individuals are encouraged to seek advice from their own advisors.
The LPL Financial registered representative(s) associated with this website 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.