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Alpern Financial Services
West Palm Beach

How Can I Get From Here... To There?

Whether the waters are rough or calm, it's impossible to float in the same place indefinitely.  So how can you navigate financially from where you are now to get to where you want to be? Following the values of trust and exceptional service established by Alpern Rosenthal, the Alpern Financial Services team of professionals can help you to plan, grow, protect and distribute your wealth in the most tax efficient way. We offer non-biased, flexible and active management of assets to high net worth individuals and can help you to get — from here to there — wherever that might be for you.

Whether your financial affairs are relatively simple or very complex, our professionals can help you develop a financial plan and investment strategy that's right for you and can provide insight on how to plan for many of life's major events. In addition, we can help you develop a plan to distribute and protect your accumulated financial resources for what could be 15, 20 or 30 years of retirement.

Appointed "Family" CFO

As the fiduciary of your family's finances, you need to be proactive and innovative in your thinking to ensure financial confidence and continued success. When facing tough decisions, you need to be thinking about the answers to difficult and thought-provoking questions such as: 

• Do you have a documented financial plan that addresses accumulation and distribution?
• What is the mix between tax exempt, tax deferred, and taxable accounts/holdings?  What is the asset allocation?  How tax-effective are the holdings?
• What is your plan for both pre- and post-bear market?
• What vehicles do you use to grow and protect your money?   
• Have you matched up expected future cash outflows with expected cash inflows and rates of returns?
• What is the required rate of return needed to achieve your goals?
• When was the last time you looked at the cost of coverage for your life insurance, or the cash value, dividend rates, death benefit, etc?

We are here to assist you in creating a sound financial plan, using experience and education to guide you through the investing process.