The more you undertand the different components to your retirement, the more you can protect your assets, and plan for the future. Retirement assets can be exposed to four major financial risks:

Alianza Financial Concepts is there to help you reduce these risks through a wide range of services and solutions, including:

    Retirement Planning

  • Review goals
  • Determine which retirement accounts are appropriate for you
  • Determine and strategize for a lifetime income stream
  • Social Security Optimization
  • Monitor and review for life changes

    Financial Strategies

  • Review goals
  • Create custom-tailored financial strategies
  • Implement strategy
  • Track progress
  • Rebalance and revise for life changes

    Insurance Reviews

  • Annuities
  • Life
  • Disability
  • Long-Term Care
  • Medicare Supplement
  • Final Expense

    Tax Planning

  • Review goals
  • Opportunities to reduce or eliminate taxes
  • State specific tax information
  • Tax Preparation

    Estate Planning

  • Review goals
  • Inventory your assets and their value
  • Create wills and trusts
  • Select beneficiaries and guardians
  • Monitor and review for life changes

    Employee Benefits

  • Group life insurance
  • Group health insurance
  • Group supplementary insurance
  • Defined benefit plans
  • 401(k) plans

    Education Planning

  • Review goals
  • Understand tools that will help you save
  • Find the right accounts and investments
  • Implement strategy
  • Monitor and review for life changes

    Long-Term Care Planning

  • Individual plans
  • Assest based long-term care
  • Life insurance based long-term care
Contact Us Today

We are ready to help!

Contact us today so that we can discuss your needs in greater detail. A member of our team is standing by right now!