You deal directly with me, no gatekeepers.
THE SIMPLE PROCESS OF WORKING WITH ME
I will always be your advisor.
Whether you are looking for quality investment options, or if you want to create a steady monthly income during your retirement years, or you want to be the best possible steward of your estate for your heirs, I can help you.
It is easy to get lost in the shuffle, but that just will not cut it if you demand personalized service and solutions, and you absolutely should because management of your money is an extremely important aspect of your life which can directly impact the quality of future years as well as generations to come.
There are tons of advisors out there, so how do you figure out who to work with? It is easy to build a website and make everything look good, or go to a group dinner at a swanky restaurant to listen to a sales presentation, but when push comes to shove, you have to be all business when it comes to making this decision. Who makes the most sense for you?
As an independent advisor, I have no conflicts of interest that could ever interfere with my recommendations. In my opinion, this is one of the most important considerations when choosing an advisor. No boss, no quota's - I am fairly certain you do not want to be the account that helps meet someone's monthly sales quota at a corporate bank or investment firm. You probably do not want to be just a number in a database either, yet that is what you get with many of the large corporations. It is far more likely you want a genuine, transparent relationship with the same trusted advisor year after year, and as an independent, I offer exactly that.
- Josh Alpert (248) 252 - 4844
LOCAL, EXPERIENCED, QUALIFIED
MORE ABOUT ME
All The Leg Work
I take care of everything for you.
(248) 252 - 4844
I am a resident of Royal Oak, proud uncle of two wonderful nephews, an active world traveler, athlete, vintage sports card collector and pinball enthusiast.
I grew up in West Bloomfield, the son of school teachers. After attending Michigan State University and receiving my degree in Human Resource Management, I began as an apprentice under my father. He had taught business in Detroit Public Schools for 32 years and immediately after his retirement from teaching, he went back into the schools to help fellow educators with their retirement plans. His guidance allowed me to form my own firm and expanded my advising beyond educators to those working in any profession.
Advisory services offered through CoreCap Advisors, Inc., a registered investment advisor. Alpert Retirement Advising and CoreCap are separate and unaffiliated companies.
Easy to understand, transparent solutions with proven success.
It starts with a brief phone call from you to me. We will schedule a time to meet, I can come meet you in your home or you can come meet me in my Southfield office.
At our meeting, I will figure out what you would like to accomplish and present you with my recommendation of the best possible solution for you.
In 18 years of doing this, almost everyone I have ever met with has learned something new and important from me. Knowledge is powerful and I am happy to share it with you.
If you would like to retain my services, I DO ALL OF THE WORK FOR YOU to implement your solution.
There is NO COST to meet with me.
You are under NO OBLIGATION.
I NEVER CHARGE A FEE to meet with me for the life of our relationship.
IT'S NOT SAFE TO GO ALONE
WHAT YOU CAN COUNT ON FROM ME
WHY YOU SHOULD WORK WITH ME
Putting You First
I represent you and your best interests.
Your money works hard for you at all times.
I HAVE A SOLUTION FOR YOU
Hi, I am Josh Alpert! I am friendly, easy-going and 100% devoted to the pursuit of knowledge and expertise in my career. I am a consummate professional with 18 years of experience helping Michigan residents like you with your financial planning and retirement advising.
(248) 252 - 4844
Alpert Retirement Advising LLC © 2019. All Rights Reserved
(248) 252 - 4844
ALPERT RETIREMENT ADVISING
27777 FRANKLIN RD, 7TH FLOOR
SOUTHFIELD, MI 48034