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PLAN WELL. LIVE WELL.

Social Security: By the Numbers To Buy or Not to Buy Where Is the Market Headed? Should You Invest in Exchange Traded Funds?

Plan Well. Live Well.

At Alpina Financial Consultants, our mission is simple – develop well-conceived solutions and deliver an exceptional client experience.

Wealth Management: Aligning your resources with your most important aspirations

For over 30 years, the investment professionals at Alpina Financial Consultants have drawn from their life experiences as entrepreneurs, homeowners, parents, caregivers and community volunteers to shape our firm's philosophy and values.

We continue to grow in this tradition: by listening, understanding and responding to the needs of our clients' busy lives.

The focus of our wealth management practice is to provide individualized, personal attention to our clients. All services including financial, estate, and tax planning as well as portfolio management are customized according to your specific needs by our team of seasoned professionals. Our clients include successful families, corporate executives, business owners, and institutions.

Contact an Alpina professional today and find out how we can help you preserve what took a lifetime to create.

Helpful Content

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.