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 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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
In the face of divorce, making changes to insurance coverage may be overlooked.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding how capital gains are taxed may help you refine your investment strategies.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, covering how bond laddering works.
If you died, what would happen to your email archives, social profiles and online accounts?
Are Real Estate Investment Trusts right for your portfolio?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.