Plan Smart. Retire Well.
Alpert Retirement Advising is an independent financial advisory firm serving clients throughout Michigan. Since 2001, Josh Alpert personally represents each of his clients and their best interests.
I represent you and your best interests. I treat you with the same attention and care as I provide my own parents.
I’ll help you create a straight-forward plan and will never bog you down with complicated charts and graphs, you’ll be able to understand everything.
I can help you establish guaranteed monthly income throughout your retirement so you will be able to live better and do more throughout your lifetime.
I provide service on all your accounts, indefinitely. Whether it’s a simple withdrawal next year or help with a claim in 15 years, I’m always just a phone call away.
Having a life-long relationship with the man you entrust to help your family with your finances is priceless. It’ll always be me.
As soon as you hire me, I do all necessary work for you to get your portfolio set up exactly how we agreed. Aside from signing your name, you won’t need to lift a finger.
I love annuities and you should, too!
Safety of principal (based on the claims-paying ability of the issuing company), income for your lifetime, ample liquidity, no fees in most cases, a reasonable rate of return, and a legacy to your heirs; there is only one financial vehicle which can accomplish all these objectives, it is an annuity.
My parents have an annuity. My grandparents, too. Hundreds of families I have worked with have been enjoying the benefits of an annuity for years. I strongly believe an annuity should be incorporated into nearly every financial plan.
If financial stability is of tremendous importance to you, and it certainly should be in this crazy world we live in, an annuity can provide excellent value to you and your family decade after decade, for the rest of your life. I love annuities and you should, too!
In all the years I have been guiding people with their finances, it is truly rare when I meet someone whose life I can’t improve in some way. One of the most common things I see: the person who you consider your advisor is not truly looking out for you and your best interests. I see it time and time again, poor investment selection, poor risk management, poor asset allocation, advisors who care only about lining their own pockets… and who you choose to associate yourself with will be one of the single most important people you ever hire to do something for you in your lifetime. You must put a lot of trust into this person, they must deliver for you, and you better be darn sure whatever plan someone else has made for you is going to be viable for you for the rest of your life. It sounds daunting because it is. It must be done correctly. You owe it to yourself and your family to meet with me.
Are you looking forward to retirement? Are you really prepared for what lies ahead? My free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."