Alpha Financial Advocacy

Retirement income and wealth preservation for discriminating clients

Alpha Financial Advocacy, located in the Greater Phoenix area, has been helping fellow Arizonans craft integrated retirement income, long-term investment and wealth preservation strategies that better address their active lifestyle.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. More importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

Our primary goal is to educate and empower you to make better informed financial decisions that can potentially impact the rest of your life. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

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