(Scott Oliphant and Gabriel Thomas are Dave Ramsey's Investing ELP's for southeast Indiana)
Welcome to Alpha Financial Services (AFS)! We are a independent investment firm that provides a wide range of services from investing, life insurance, to estate planning. Whether you need to rollover your old 401k or 403b, or put together a estate planning strategy to transfer your wealth with minimal tax consequences, we're 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 AFS pride ourselves in our ability to teach our clients about the realms of investing 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.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A quick look at how federal income taxes work.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here's a breakdown of how the federal government spends your tax money.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Why are 401(k) plans, annuities, and IRAs so popular?
Recent changes in estate tax laws could affect the strategy you have in place.
A quick history of the Federal Reserve and and overview of what it does.
Have you explored all of your choices when it comes to managing your taxable income?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.