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.

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

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Articles

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Building Your Legacy

A four-step framework for building a personal legacy.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

View all articles

Calculators

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Social Security Taxes

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

Can I Refinance My Mortgage?

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators

Presentations

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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

View all presentations

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Inflation and Your Portfolio

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What You Need to Know About Social Security

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View all videos