(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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Being healthy not only makes you feel good, it may also help you financially.
It's important to make sure your retirement strategy anticipates health-care expenses.
Here are five facts about Social Security that are important to keep in mind.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
It's easy to let investments accumulate like the junk in a junk drawer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: right now.
Estate conservation is too important to put off. Do you have a smart exit strategy?