Media Kit

Celebrating 17 years of providing fee-only, comprehensive financial planning and investment management. 

The advisors of Alpha Financial Management have a wealth of knowledge in Investment Management and Financial Planning topics.
 
We are experienced in providing

• media commentaries
• interviews
• speaking engagements

We are here to assist you in providing accurate information for your audience/patrons.

For more information about our advisors refer to "The Alpha Team" section.

Story Ideas / Speaker Topics / Commentary:

    * Asset Allocation
    * Cash Flow Planning
    * Education Planning
    * Estate Planning
    * Insurance Planning
    * Investment Planning
    * Market Commentary
    * Portfolio Management
    * Required Distributions Planning
    * Retirement Planning
    * Investment Security Selection
    * Tax Planning
    * Eldercare Issues

 
Newsletters:
For more information on areas of expertise and story ideas refer to the "Newsletters" section.
 
AFM's Mission: Our Clients Live Life to the Fullest!