Alpha Financial Services

812-799-0039

Ready for Retirement? Perception vs. Reality The Cycle of Investing The Power of Tax-Deferred Growth
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Interactive Retirement Calculator is an invaluable tool for retirement planning. See if you are on pace for retirement. 

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.

 

 

Helpful Content

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Can I Refinance My Mortgage?

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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