Welcome!
Our Mission:
TO MAXIMIZE YOUR FINANCIAL FUTURE
How? We fix your investment portfolios to boost your performance. The results are spectacular!
WE PROVIDE
FIDUCIARY INVESTMENTS
• IRA, Roth IRA, 401(k), Individual, College
• Rollover, Annuity Exits
• Individuals, Company Plans & Trusts
FIDUCIARY ADVICE
• Planning & Decisions
• Modern Money Management
• Fiduciary Support
SERVING CLIENTS NATIONWIDE AS LICENSES PERMITS
ABOUT US
Alpha Financial Nordic is a leading financial planner, advisor and wealth manager in one. We are a rare true fiduciary (only 1.6% of advisors are) with no conflict of interest and 30 years of financial expertise from some of the most successful companies in the world. We use real acumen along with cutting edge tools and time tested principles to maximize your financial future. Through this process we elliminate unnecessary cost, risk and taxes from your investments, and the results are truly spectacular!
It’s a winner’s game, and you are invited!
We are based on Scottdale, AZ, but serve clients nationwide as our license permits.
OUR PRIVATE CLIENT PROGRAM
Americans are losing a fortune because of confusion created by a complicated and sometimes deceptive financial industry. You could be wasting a fortune, and you’ll never know. We are here to help you fix that.
“Hidden costs are killing your retirement”
“Americans lose $17 Bill per year from conflicting investment advise”
“Financial mistakes can doom your future”
“… and that’s how you get screwed..” (Tony Robbins).
WE WILL FIX YOUR INVESTMENTS
As true fiduciaries we turn your current investments into efficient investment portfolios to elliminate unnecessary cost, risk and taxes. Results like these, ladies and gentlemen, are what drive us, and the sooner you engage us the better:
INCLUDED FOR CLIENTS $300,000+
Financial Planning
It has been said that “a goal without a plan is only a dream”. We recommend basic planning to align your investments with your future plans. Some clients prefer detailed planning and some none at all.
Modern Money Management
Free technology and automation allows you to manage all your finances in one place, on your devices, and with little effort.
We use it to monitor wealth building, keep you motivated, control income and spending, and to catch ID theft and fraud.
A Fiduciary Coach in your corner
American families make too many financial mistakes. We are in your corner, and will assist with future decisions to make sure you get it right. No more mistakes starting today.
.. never alone, and ready to face anything
A Winner’s Game, and you are invited!
Are your investments safe with us?
We use Charles Schwab, the largest custodian in the country, to safeguard your assets.
Switching to Alpha is smart and easy ..
Charles Schwab provides us a seamless digital onboarding portal, and we will support you every step of the way. Everything seamlessly rolls over with no taxes involved. You are with us now, never alone, and ready to face anything.
Why Us: The Alpha Advantage
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