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FINANCIAL PLANNING

A Tailored, Goal-Focused Plan

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A Tailored,
Goal-Focused Plan

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Your goals, your values and your objectives all play a part in shaping your financial future. Creating a long-range financial plan to meet your goals is the cornerstone of what we do at AlphaMark Advisors. We identify your current goals and determine where you want to be down the road. Taking care of all aspects of your financial health is our job. We coordinate all areas of financial health: risk management, estate planning, tax planning, budgeting and cash flow management, and of course investment management.

With over 20 years of service, working with other professionals in the community, we have established a close collaboration with experts in all of these areas. Together, we develop a plan to meet your short term and long term needs and goals.

Professional
Expertise &
Certification

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The value of our professionals lies in the depth of their experience, both individually and as a team. The AlphaMark Advisors’ team boasts some of the most highly regarded professional certifications, including Certified Financial Planner (CFP®), Certified Public Accountant (CPA)(inactive) and Chartered Financial Analyst (CFA).

Accessing
Experience in
Tax and Estate
Planning

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Enhancing our ability to provide clients with complete wealth management, including expert tax and estate planning, is our strong relationships with local CPA firms.

We want to make sure that your estate is protected. We have developed relationships with experienced estate and eldercare attorneys. We will work closely with you and your estate attorney to get the information you need to develop a comprehensive plan.

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