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Retirement Planning

One of our primary goals at Alpina Financial Consultants is to guide our clients toward a retirement free of financial stress. Therefore, we take the time to review your retirement savings vehicles to determine that contribution levels are adequate and underlying securities are appropriate during the plan participation continuum.

We assist you with decisions related to:

  • Social Security benefits
  • 401k retirement accounts
  • Individual Retirement Accounts (IRAs)
  • SEP retirement accounts
  • CDs
  • Bonds and other long-term assets
  • Alternative investments