WELCOME
PRIVATE CLIENTS
OUR SERVICES
OPTIMIZED INVESTMENTS
INVESTMENT MANAGEMENT:
• IRA
• Roth IRA
• College Savings
• Other Investments
FINANCIAL ADVICE
FINANCIAL ADVICE:
• Financial Plan
• Modern Money Management
• Financial Decisions
• Fiduciary Support
SERVING CLIENTS NATIONWIDE AS LICENSES PERMITS
We’ll improve your financial performance!
Alpha Financial Nordic is a leading financial planner, advisor and wealth manager. 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 this expertice along with cutting edge, unbiased 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 financial mistakes and because of 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).
First, we’ll fix your investments
We start by converting your current investments into new intelligent portfolios. Our strategic index portfolios, and tax-saving accounts elliminate unnecessary cost, risk and taxes. A typical client gains 2-4% return per year (regardless how the market does), and we charge 1.1% or less. Your net gain compounded over time is nothing short of pheonomenal, and you will never write us a check. You win from Day One!
Complimentary fiduciary services included for accounts over $300,000:
Financial Planning
It has been said that “a goal without a plan is only a dream”. We recommend a basic plan simply to align your investments to your future need for money. That allows you to plan your cash flow and minimize your taxes. Some clients prefer detailed planning and some none at all. Your choice.
Modern Money Management
We help our clients hook up free and secure apps to make life easier and to gain total control and visibility. A glance at your device shows your net worth, your spending and income. Then we help you automate bills and income to make your life easier.
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
Follow us on social media:
Your subscription could not be saved. Please try again.
Subscribed! Live Alpha – live smarter.