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Are you ready?

Focus, Plan, and Prepare to Retire

Your next decisions are important

Partner with an advisor who values your service and understands your sacrifice.

ALNA Financial is Veteran-Owned fiduciary financial planning practice specializing in retirement planning for veterans and families that value trust, discipline, and service. 

Our mission is to help our clients make better financial decisions. Today there's so much going on and one misstep could be costly.  This is no different than your time serving our country. 


We value your service and understand your sacrifice.


YOUR OUTCOMES ARE RIDING ON

Focus

Retirement readiness starts with answering key questions that help you to understand your situation and prepare for the challenges ahead.  Our focus begins with retirement income, investment management, taxes, medical insurance, incapacity, and estate planning.


ACTION STARTS WITH A

Plan

Understanding your situation, setting priorities and developing a plan to achieve the outcome you've worked hard for.


You must 

Prepare

Taking actions towards your goals or outcomes requires discipline and a systematic process to keep you ontrack.  Plans are important but your actions will determine your outcome. 



What are your Big Blue Arrows?


We work best with.....

Veterans and families that value trust, discipline, and service


GenX

You're up next. You are starting to see the light at the end of tunnel and you want to make sure you are doing the most to prepare.  Key topics for you:

  • Financial Planning
  • Retirement timeline
  • Income and taxes
  • Investment management
  • Risk Management
  • Estate Planning

Pre-Retiree

You've worked hard to get to this point in your career and you want a trusted partner to help guide you to and through retirement. Key topics for you:

  • Retirement Planning
  • Retirement timeline
  • Retirement Income and taxes
  • Social Security
  • Medicare
  • Investment management
  • Risk management
  • Estate Planning

Business Owner 

You have good money habits, and you want a partner to help you make important decisions to prepare for the future. Key topics for you:

  • Financial Planning
  • Retirement timeline
  • Income and taxes
  • Investment management
  • Risk Management
  • Estate Planning
  • Selecting/Managing Retirement Plan
  • Succession Planning

Are We a Fit?

  • Are you an experienced professional or business owner?
  • You've saved and accumulated assets over your career?
  • Do you need help coordinating your retirement benefits?
  • Do you want a collaborative relationship with your financial planner?
  • Are you too busy in your professional life to take care of personal finances?

  • Do you want to coordinate your whole financial life and build a comprehensive plan for the future?


7-Retirement Planning Steps for Experienced Professionals