Alpha Financial Services

812-799-0039

Events on Wall Street Women and Retirement Ready for Retirement?
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(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. 


 

Helpful Content

Saving on Fitness Membership Costs

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

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

How Income Taxes Work

A quick look at how federal income taxes work.

How to Make the Tax Code Work for You

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.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Fed and How It Got That Way

A quick history of the Federal Reserve and and overview of what it does.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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