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Celebrating 15 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 and speaking engagements and are here to assist you in providing accurate information for your audience/patrons.
Iris Mack Dayoub, Ph.D., NAPFA Registered Advisor
For more information about our advisors refer to the "Who We Are" 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!
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