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

Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Pullbacks, Corrections, and Bear Markets

Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

View all articles

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

View all presentations

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

View all videos

Articles

Pullbacks, Corrections, and Bear Markets

Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

View all articles

Calculators

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators

Presentations

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

View all presentations

Videos

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

View all videos