Who We Serve

Individuals

Your peak earning years are the ideal time to establish smart financial habits that can help build long-term wealth. At Alpina Financial Consultants, we help you create a solid financial foundation through strategic planning and personalized guidance.

Whether you're just starting your investment journey, advancing in your career, or preparing for retirement, our experienced advisors will work with you to design a custom financial plan tailored to your goals. Our approach focuses on:

• Budgeting and cash flow management
• Tax-efficient savings strategies
• Investment planning and asset allocation
• Retirement planning and income forecasting
   

With a comprehensive, long-term strategy in place, you’ll be better positioned to manage your money wisely and build lasting financial confidence.

Families

As a parent, you're not only focused on your own financial future—you’re also investing in your child’s success. With the rising cost of higher education, starting a college savings plan early is essential to staying ahead and giving your child the opportunities they deserve.

At Alpina Financial Consultants, we help families create customized education funding strategies that align with their overall financial goals. Whether you're exploring a 529 college savings plan, researching financial aid and grants, or looking to balance education planning with retirement savings, we provide professional guidance every step of the way.

Our college planning services include:

• 529 Plan selection and management
• Financial aid strategy and grant research
• Education investment portfolio design
• Risk-aligned, goal-based financial planning

Retirees

You’ve spent your career building wealth—now it’s time to enjoy it. But shifting from a steady paycheck to relying on your retirement savings can feel uncertain without a clear plan.

At Alpina Financial Consultants, we help you prepare for a smooth transition by creating a personalized strategy that supports both wealth accumulation during your working years and income distribution in retirement. Our goal is to give you confidence and clarity as you enter this next chapter.

Business Owners

Running a business demands your full attention—from managing teams to growing client relationships. But without a strong financial strategy, long-term growth and business continuity can be at risk.

At Alpina Financial Consultants, we help business owners build a solid financial foundation that supports key employees, safeguards against unexpected loss, and plans for the future. When it’s time to step away, we’ll guide you through a business succession and exit strategy designed to help preserve your legacy and support your next chapter.