Investeringsveiledning for
NORDMENN i USA
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Mission: to improve your financial future
American families are wasting a fortune because of a complicated and sometimes deceptive financial industry. You overpay and they underdeliver. You could be wasting half your retirement money, and you’ll never know. We are here to help you fix that and to boost your financial future!
“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).
What we do
First, we fix your investments
We start by converting your current investments into new intelligent portfolios. Our portfolios use cutting edge technology and fiduciary acumen to chose the best accounts and investments that elliminates 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 miraclous, and you will never write us a check. You win from Day One!
Complimentary fiduciary services included:
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 us to plan your cash flow and to shield as much as possible against taxes. Some clients prefer detailed planning and some none at all. Your choice.
Modern Money Management
We help our clients get on secure, modern and free tools to make life easier and to gain total control and visibility. A glance at your device provides an update on your net worth, your spending and your income. Then we help you automate bills and income to further simplify your life. Your choice.
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.
.. never alone, and ready to face anything
Help with Norwegian Matters
We are the only financial advisors in America specialized in Norwegian financial matters. NAV problems? Pension? Inhertance from the old country? We help Norwegian-Americans overcome obstacles and maximize their entitlements from both countries. Vi snakker norsk.
A Winner’s Game, and you are invited!
Is your money safe with us?
We use Charles Schwab, the largest custodian in the country, to safeguard your assets.
Account Protection | Charles Schwab
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. You are with us now, never alone, and ready to face anything.