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120 Stony Point Road
Suite 215
Santa Rosa, CA 95401

707.524.7523
mattf@alphawmp.com

350 Ignacio Boulevard
Suite 105
Novato, CA 94949

415.506.4569
andreij@alphawmp.com

Click the picture to discover the Alpha Advantage! How do you manage your financial goals? Women and Retirement

         

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Understanding Your Vision for Retirement

Your retirement planning deserves the benefit of a caring team of professionals focused on helping you pursue your vision for the future. Alpha Wealth Management and Planning is an independent financial services firm dedicated to providing guidance on all aspects of wealth management and retirement plan strategies. While we proudly serve a variety of individuals and families, our firm recognizes the unique needs of those in retirement transition and seeking income as well as wealth preservation strategies to sustain their lifestyle objectives.

"People are always more important than numbers. Happy people make happy numbers... which make even more people happy."

Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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