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Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(305) 907-7995​
1000 5th St
Suite 200
Miami Beach, FL 33139​
Click Here to Email Us
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Alpha Private
825 Brickell Bay Drive
Suite 246
Miami, FL 33131
(305) 907-7995
Click Here to Email Us

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Website by InsuranceSplash
  • Home
  • Quotes
    • Business Insurance Quote
    • Group Benefits Insurance Quote
    • Business Owners Package (BOP) Insurance Quote
    • Insurance Bond Quote
    • Workers Compensation Quote
    • Builders Risk Quote
    • Buy/Sell Agreements Quote
    • 401k Plans Quote
    • Cyber Liability Quote
    • Commercial Auto Quote
    • Executive Benefits Quote
    • Inland Marine Quote
    • Professional Liability / Errors and Omission Quote
    • Commercial Property Insurance Quote
    • Umbrella Insurance Quote
  • Service
    • Report a Claim
    • Policy Review
    • Make a Payment
    • Update Contact Info
    • Policy Changes
    • Proof of Insurance
    • Online Documents
    • Free Consultation
  • Insurance
    • Business Insurance
    • Business Owners Package (BOP) Insurance
    • Group Benefits
    • Insurance Bonds
    • Workers Compensation
    • Builders Risk Insurance
    • Buy/Sell Agreements
    • Cyber Liability Insurance
    • Commercial Auto Insurance
    • Executive Benefits
    • Inland Marine Insurance
    • Professional Liability / Errors and Omission Insurance
    • Commercial Property Insurance
    • Umbrella Insurance
    • 401k Plans
    • Financial Planning
  • About
    • Staff Directory
    • Refer a Friend
    • Insurance Carriers
    • Forensic Risk Analysis
    • Agency Photo Gallery
    • Newsletter Signup
    • Blog
    • News
    • Accessibility Statement
  • Contact