A Tailored, Goal-Focused Plan
Many financial services professionals call themselves “financial planners”. Only those experienced professionals who have completed extensive training and are held to the highest ethical and educational standards are Certified Financial Planners. The CFPs® at AlphaMark Advisors center financial planning around what is important to you. 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.
The value of our professionals lies in the depth of their experience, both individually and as a team. The AlphaMark Advisors’ team boasts all of the most highly regarded professional certifications, including Certified Financial Planner (CFP®), Certified Public Accountant (CPA)(inactive) and Chartered Financial Analyst (CFA).
Tax and Estate
Enhancing our ability to provide clients with complete wealth management, including expert tax and estate planning, is our affiliation with VonLehman CPA & Advisory Firm, one of the region’s largest and most respected accounting firms. Since 1946, VonLehman has specialized in services to individuals, entrepreneurs, closely held businesses and health care providers.
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.