αlpha Financial Partners

αlpha Financial Partners is listed under the following categories: Financial planner, Financial consultant .

αlpha Financial Partners provides services in the following areas: Lexington, Prospect, Kentucky .

αlpha Financial Partners offers the following products: Investment products, Insurance products, Retirement accounts, Health Savings Accounts, Employee Stock Ownership Plans, Group College Savings 529 Plans .

αlpha Financial Partners provides a range of services, including: Portfolio Management, Financial Planning, Estate Planning & Gifting, Risk Management, Education Planning, ERISA 3(38) and 3(21) Investment Fiduciary, Defined Contribution Plans (401k, 403b, 457, 401a), Defined Benefit & Cash Balance Plans, Non-Qualified Deferred Compensation Plans, Health Savings Accounts, Executive Benefits, Group College Savings 529 Plans, Employee Stock Ownership Plans (ESOP), Financial Wellness Programs, Foundation and Endowment Consulting, Investment Policy Review and Design, Investment strategy implementation and fiduciary-level management, Performance analysis, Ongoing communication with CEO and CFO, Board member education, Cash management, Retirement plan services for employees, Business Value Acceleration & Risk Management, Exit Planning, Key Employee Retention Planning, Buy/Sell Funding, Capital Sourcing, Cash Flow Management, Debt Management, Retirement Planning, Lines of Credit, Insurance, Estate/Tax Planning, Entity Formation, Tax Planning .

αlpha Financial Partners specializes in: Fiduciary financial planning, Customized financial plans, Retirement readiness, Employee benefits optimization, Business owner financial services, Institutional consulting, Athlete financial services .

αlpha Financial Partners was established in 2020.

The languages spoken at αlpha Financial Partners include: English .