Broker Check

Financial Planning

Tools for Securing Your Financial Future

Financial planning isn’t reserved solely for those with disposable income or nearing retirement. No matter where you are in life, developing strategies to protect your finances now and into the future gives you peace of mind knowing you have the tools you need to accomplish your life’s goals. At Alessandra Capital Management, we work with you to develop a plan that serves you and reflects your unique goals and situation.

What Does Financial Planning Entail?

We take a holistic approach to creating your portfolio and use state-of-the-art financial tools. Your manager works with you to determine your future goals for major purchases, education, retirement, travel and other significant mileposts, as well as your risk tolerance and time horizons. Our financial planning services may involve:

  • Retirement planning and strategies
  • Education planning, including 529 plans
  • Insurance planning
  • Investments in stocks, equities and mutual funds
  • Estate planning
  • Tax management

We work with you to devise a plan flexible enough to meet current and future needs, then review it regularly to ensure it continues to fulfill its role in securing your financial well-being.

Why Should You Work With Alessandra Capital Management?

When you work with us, you get a team of professionals supporting you. With a Certified Financial Planner and two licensed insurance professionals, we can handle all aspects of financial planning. Contact us today to find out how we help you secure your future.

Have a Question?

Thank you!