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Alpha Financial Services

812-799-0039

Events on Wall Street Women and Retirement Ready for Retirement?
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We are now a preferred vendor for Bartholomew Consolidated School Corporation 403(b)s. 

 

(Scott Oliphant and Gabriel Thomas are Dave Ramsey's Investing ELP's for southeast Indiana)

Welcome to Alpha Financial Services (AFS)! We are an independent investment firm that provides a wide range of services including retirement planning, investment planning, life insurance, and estate planning. Whether you need to rollover your old 401k or 403b, or put together an estate planning strategy to transfer your wealth with minimal tax consequences, we are here to help. In addition to helping you grow your assets, we are also well versed in protecting them through various products and strategies. Alpha Financial Services has been helping people in south central Indiana since 2004. 

We at Alpha Financial Services pride ourselves in our ability to teach our clients about the realms of investments because we have the heart of a teacher, just as Dave recommends. Please give us a call to see why Dave Ramsey has been recommending us in the area since 2005.  

 

Interactive Retirement Calculator is an invaluable tool for retirement planning. See if you are on pace for retirement. 


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